2024-04-29T13:43:57-07:00 2023-06-30 990 2022-07-01 473951584 CONCORDIA PHYSICIAN PRACTICE CONC 7243521571 134 Marwood Road Cabot PA 16023 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 16023 1095102 0 X concordialm.org X 2015 PA The organization's charitable purpose is to support and carry out the purposes of Concordia Lutheran Health and Human Care (EIN 25-0969458) by providing medical services to its residents as well as residents of the community in Cabot, PA regardless of their ability to pay. 9 0 14 10 0 0 74 132 1110423 1071127 0 0 58613 23843 1169110 1095102 0 0 0 0 882479 1028381 0 0 62 141908 158089 1024387 1186470 144723 -91368 523810 598322 194640 360520 329170 237802 Concordia Physician Practice's charitable purpose is to support and carry out the purposes of Concordia Lutheran Health and Human Care (EIN 25-0969458) (CLHHC) and its affiliated 501(c)(3) organizations by providing medical services to residents of CLHHC as well as residents of the community in Cabot, PA regardless of their ability to pay. 0 0 1101330 0 1071127 Concordia Physician Practice provides medical services to the residents of Concordia Lutheran Health and Human Care's (EIN 25-0969458) independent living, personal care, and skilled nursing and rehabilitation facilities as well as the surrounding community. The organization provides appropriate care to patients that allows them to stay in the least restrictive, least costly level of care in the Concordia continuum or within their homes as applicable, as well as allowing for at home visits to limit hospital stays for patients. The organization provides care the patients who are covered by most major insurance plans commonly accepted in the region, including Medicare and Pennsylvania Medical Assistance for the indigent. The practice's staff provides care to its patients, regardless of their ability to pay. During the fiscal year, CPP provided 12,043 service visits to resident and community members as well as $976 of benevolent care to five residents of skilled nursing, personal care, and hospice of affiliate organizations. The organization also offered a certified registered nurse pratictioner medical rotation, or internship, to a student at a local college. Through the operations of the organization, Concordia residents and the residents of the surrounding community receive quality care that increases their quality of life and their ability to stay in the least restrictive environment for the longest possible time. 0 0 0 1101330 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 1 0 0 14 1 0 0 0 0 0 0 0 0 X 9 0 0 0 1 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 Martin Trettel-See Schedule O Board Member 1 44 X 0 329107 26985 Michael Falbo-See Schedule O Secretary/Treasurer 1 44 X X 0 258521 27736 Dr Grant Shevchik Physician 40 0 X 247350 0 16380 Cristen Fiffik-See Schedule O Board Member 1 44 X 0 203043 13752 Dr Dina Dosch Physician 40 0 X 180599 0 12853 Misty Ingram-See Schedule O Board Member 1 44 X 0 147379 21301 Hope Rouda-See Schedule O Board Member 1 44 X 0 151029 10372 Natalie McKay-See Schedule O Board Member 1 44 X 0 147299 9584 Stephanie Snow Nurse Practitioner 40 0.00 X 107114 0 28993 Karen Beilstein-See Schedule O Board Member 1 44 X 0 115166 17415 Connor Hagey-See Schedule O Board Member 1 44 X 0 97113 17964 Daniel McKnight Nurse Practitioner 40 0 X 101829 0 6921 636892 2729687 277711 4 0 1 0 0 0 0 0 132 0 0 0 132 Physicians' Office 621111 1071127 1071127 0 0 0 0 0 0 1071127 0 0 0 0 0 23843 23843 0 0 23843 1095102 1094970 0 0 883198 883198 44983 44983 39948 39948 60252 60252 1346 1346 28857 28795 62 789 789 1211 1211 1880 1880 32707 32707 368 368 13056 13056 32937 32937 Medical Supplies 22194 22194 0 0 22744 4624 18120 1186470 1101330 85078 62 172728 225913 0 0 0 0 109869 108509 0 0 0 0 0 0 0 0 4188 28705 87026 56661 32195 30365 0 0 0 0 0 0 204830 204830 0 0 523810 598322 194640 360520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 194640 360520 X 329170 237802 0 0 329170 237802 523810 598322 -91368 0 0 0 0 0 X 0 1 X 1 1 1 X 152 78 78 74 132 514 567102 738958 948687 1110423 1071127 4436297 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 567254 739036 948765 1110497 1071259 4436811 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4436811 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9397 38595 138585 58613 23843 269033 576651 777631 1087350 1169110 1095102 4705844 0.94283 0.93679 0 0 X Schedule A, Part III, Line 12 $23,299-Insurance Incentive Programs, $544-Medical Records/Forms Fees 0 0 0 0 0 0 0 0 0 0 0 0 87026 56661 30365 0 0 0 0 30365 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. 0 1 0 0 0 0 0 0 0 Keith Frndak-See Schedule O Chairman/President 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 Martin Trettel-See Schedule O Board Member 0 261960 0 42675 0 24472 0 19208 0 7777 0 356092 0 0 Michael Falbo-See Schedule O Secretary/Treasurer 0 244771 0 13750 0 0 0 16550 0 11186 0 286257 0 0 Cristen Fiffik-See Schedule O Board Member 0 198268 0 4775 0 0 0 13224 0 528 0 216795 0 0 Dr Grant Shevchik Physician 227200 0 20150 0 0 0 16078 0 302 0 263730 0 0 0 Dr Dina Dosch Physician 179824 0 775 0 0 0 11621 0 1232 0 193452 0 0 0 Misty Ingram-See Schedule O Board Member 0 137104 0 10275 0 0 0 10105 0 11196 0 168680 0 0 Hope Rouda-See Schedule O Board Member 0 128801 0 11275 0 10953 0 9843 0 529 0 161401 0 0 Natalie McKay-See Schedule O Board Member 0 127090 0 4055 0 16154 0 9575 0 9 0 156883 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 Affiliates, Concordia Care Network (CCN) (EIN 47-3508524) and Concordia Lutheran Health and Human Care (CLHHC) (EIN 25-0969458) participate 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, Cristen Fiffik, Keith Frndak, Brian Hortert, Natalie McKay, Hope Rouda, Martin Trettel, Misty Ingram, and Tammy Young. Schedule J, Part II All board members of Concordia Physician Practice 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: Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Cristen Fiffik, General Council, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Karen Beilstein, Skilled Nursing Administrator, Concordia Lutheran Health and Human Care, Natalie McKay, Director of Human Resources, Concordia Care Network and facility based affiliates, Hope Rouda, Executive Director of Personal Care, Concordia Care Network and facility based affiliates, Misty Ingram, COO, Concordia Care Network and community based affiliates, Martin Trettel, CEO, Concordia Visiting Nurses, Brian Hortert, COO, Concordia Care Network and facility based affiliates, and Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates. Form 990, Part VI, Section A, Line 4 The governing documents were amended to address that the 100% member in Concordia Physician Practice transitioned from Concordia Lutheran Ministries (EIN 20-5138278) to Concordia Care Network (EIN 47-3508524). Concordia Care Network is the management company for Concordia Lutheran Ministries; therefore, this was a membership substitution. Form 990, Part VI, Section A, Line 6 Concordia Care Network (EIN 47-3508524) is the sole member of Concordia Physician Practice. Form 990, Part VI, Section A, Line 7a The sole member, Concordia Care Network (EIN 47-3508524), assigns the board of directors. Form 990, Part VI, Section A, Line 7b The sole member, Concordia Care Network (EIN 47-3508524), 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 Concordia Physician Practice. Due to these reserve powers, 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. 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 Physician Practice's executives are compensated by an affiliate organization. The processes listed in Line 15 are performed by affiliate, Concordia Care Network (EIN 47-3508524) for those listed on Part VII and on Schedule J. Form 990, Part VI, Section C, Line 18 Concordia Physician Practice's 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 Physician Practice 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: Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Cristen Fiffik, General Council, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Karen Beilstein, Skilled Nursing Administrator, Concordia Lutheran Health and Human Care, Natalie McKay, Director of Human Resources, Concordia Care Network and facility based affiliates, Hope Rouda, Executive Director of Personal Care, Concordia Care Network and facility based affiliates, Misty Ingram, COO, Concordia Care Network and community based affiliates, Martin Trettel, CEO, Concordia Visiting Nurses, Brian Hortert, COO, Concordia Care Network and facility based affiliates, and Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates. Concordia Lutheran Ministries 134 Marwood Road Cabot PA 16023 205138278 Provides access to corp resources and expert support to carries 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 Manages investment assets of 501(c)(3) affiliates and supports other 501(c)(3) organizations PA 501(c)(3) 12 Type II Concordia Lutheran Ministries EIN 20-5138278 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 Care Network dba 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 Lutheran Ministries of Pittsburgh 1300 Bower Hill Road Pittsburgh PA 15243 270209886 Provides skilled nursing, personal care, independent living, 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 dba Concordia at 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 Visiting Nurses 615 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 Telecaregivers 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 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 Monroeville 4363 Northern Pike Road 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 Telecaregivers EIN 25-1881783 0 Concordia of Florida 4100 E Fletcher Avenue Tampa FL 33613 371869372 Provides skilled nursing, personal care, independent living, and rehabilitation 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 Visiting Nurse Association of Indiana County 850 Hospital Road Suite 3000 Indiana PA 15701 237042932 Provides home health and community hospice services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Harmony Protection Group 134 Marwood Road Cabot PA 16023 852377219 Provides insurance coverage to affiliated 501(c)(3) orgs PA 501(c)(3) 12 Type II Concordia Lutheran Ministries EIN 20-5138278 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 LP 615 North Pike Road Cabot PA 16023 223885810 Provides institutional pharmacy & consulting services PA Concordia Providence LLC EIN 47-3508524 Related 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 Filed IRS Form 8868 for the automatic six month extension. Additional time was needed to gather information and complete Form 990 accurately.