2025-05-08T10:13:00-07:00 2024-06-30 990 2023-07-01 812448411 CONCORDIA HOSPICE OF WASHINGTON CONC 7243526200 613 North Pike Road Suite B Cabot PA 16023 Tammy Young CFO 7243526200 2025-05-08 1 2023 2025-03-06 01:10:19Z Martin J Trettel 613 North Pike Road Cabot PA 16023 5280941 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 55 23 0 0 62215 38821 4903326 5140053 65194 99885 0 0 5030735 5278759 513 830 0 0 2516017 2305713 0 0 2172 1971332 2047119 4487862 4353662 542873 925097 2817462 2651650 323189 326780 2494273 2324870 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 2128204 0 3881489 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, 2024, CHOW provided care to 290 patients and their families in their homes over a total of 21,757 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 747 hours of service with a dollar value of $25,017. This is an increase of 560 hours, $19,500 compared to the prior year. After a few years of low volunteer hours due to the pandemic, CHOW has been able to recruit and maintain a very helpful group of volunteers. CHOW has targeted specific volunteer needs like companionship, 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. The following organizations have received direct financial support from CHOW through sponsorships of events: Alzheimer's Association-Walk to End Alzheimer's; Colby's Stars Foundation-Kickball Tournament; St Clair Health Foundation-Summer Swing and Golf Outing; West Virginia University Foundation, Inc-Golf Tournament; Washington Health System Foundation for two fundraising events-the Sporting Clay Shoot and the Charity Ball. A donation was given to Jean Purvis Community Resources Event, Waynesburg University Nursing Dept, and blankets were purchased for the Blessing Blankets Mission Event that CHOW participated in. Total donations and sponsorships made during the fiscal year ended June 30, 2024 were $7,865. Employees of CHOW were given the opportunity to participate in several Mission Events organized by 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. These are the Mission Events that CHOW employees participated in during the 2023-2024 fiscal year: Blessing Blankets: Mar 2024: Concordia employees and residents teamed together to create 233 blankets for donation to 13 community service organizations in PA and OH. City Mission Service Event: Mar 2024: 12 volunteers served at community meal. 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 6th annual Butterfly Release event on Saturday August 26, 2023. 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 450 butterflies were sold during the event and was attended by roughly 200 people. 1224604 830 1358449 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 224 patients and their families through 1,940 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 3352808 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 20 0 1 55 1 0 0 0 0 0 0 0 0 X 9 3 0 0 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 Martin Trettel - see Schedule O Board Chair/President 1 44 X X 0 337541 28868 Tammy Young - see Schedule O Board Member/Secretary 1 44 X X 0 228992 14004 Misty Ingram - see Schedule O Board Member 1 44 X 0 151537 23829 Ronisue Lucas - see Schedule O Board Member until Dec 2023 1 44 X 0 125086 21511 Kimberly Kepple - see Schedule O Board Member as of Jan 2024 1 44 X 0 128065 17529 Mena Louies Executive Director 43 2 X 129899 0 15327 Amy Shortall-Cardillo - see Sch O Board Member 1 44 X 0 115928 8223 Kristin Laboda - see Schedule O Board Member 1 44 X 0 96480 6831 Rodney Louk Board Vice Chair/Treasurer until Dec 2023 1 1 X X 0 0 0 Eric Carlson Board Member/Treasurer as of Jan 2024 1 0 X X 0 0 0 Karen Bray Board Member 1 1 X 0 0 0 Regina Davin Board Member until Dec 2023 1 0 X 0 0 0 Sara Schumacher Board Member as of Jan 2024 1 0 X 0 0 0 129899 1183629 136122 1 0 1 0 Ambulance and Chair EMS Inc 5400 Medical Drive Washington PA 15301 Transportation Services 183050 1 0 0 0 13278 0 25543 0 38821 Hospice Care Services in the Community 621610 3781604 3781604 0 0 Hospice Inpatient Care Services 623000 1253705 1253705 0 0 Hospice Respite Care Services 623000 104744 104744 0 0 0 0 0 0 5140053 102067 102067 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2182 0 -2182 -2182 -2182 0 0 0 0 5278759 5239938 0 0 830 830 161068 161068 1790394 1678993 111401 66383 62149 4234 142473 131937 10536 145395 136282 9113 100000 100000 86564 86564 433624 66990 366634 19462 3343 16119 72412 19820 50420 2172 69174 54325 14849 208243 195286 12957 58073 56228 1845 4479 2672 1807 37434 35105 2329 17652 16554 1098 Pharmacy & Medical Supplies 731381 731381 0 0 Outside Transportation 112482 112482 0 0 Recruitment 20310 19578 732 0 Food Service Costs 16769 16769 0 0 59060 12084 46976 0 4353662 3352808 998682 2172 316944 151937 521483 808040 16846 38717 359618 224050 142039 135568 350000 350000 1470150 1167388 2817462 2651650 264803 253214 58386 73566 323189 326780 X 2480497 2317691 13776 7179 2494273 2324870 2817462 2651650 X 925097 0 0 0 0 -1094500 X 0 1 1 0 X 204248 97951 107171 62215 38821 510406 4502115 4699214 4836093 4903326 5140053 24080801 4706363 4797165 4943264 4965541 5178874 24591207 24591207 31073 24917 34931 65576 102067 258564 31073 24917 34931 65576 102067 258564 0 338400 -8138 0 0 330262 4737436 5160482 4970057 5031117 5280941 25180033 0.97662 0.97750 0.01027 0.00814 X Schedule A, Part III, Line 1 Column (a) 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 (b) 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 (c) 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 5613 3269 0 350736 218437 132299 0 0 0 0 135568 Due From Affiliates 1160209 Assets Whose Use Is Limited 7179 1167388 0 Due To Affiliates 73566 73566 X 5290856 0 0 0 12097 12097 5278759 0 0 0 5278759 4353662 0 0 0 0 0 4353662 0 0 0 4353662 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. Accordingly, no provision for income taxes has been provided. Schedule D, Part XI, Line 2d Net assets released from restriction in the amount of $12,097. X X 0 1 0 0 0 0 0 0 0 Martin Trettel - see Schedule O Board Chair/President 0 286042 0 25175 0 26323 0 20162 0 8707 0 366409 0 0 Tammy Young - see Schedule O Board Member/Secretary 0 206193 0 8775 0 14024 0 13726 0 278 0 242996 0 0 Misty Ingram - see Schedule O Board Member 0 146862 0 4675 0 0 0 10401 0 13428 0 175366 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 2023 the following participants were enrolled in the plan: Martin Trettel, Tammy Young, Misty Ingram, and Kimberly Kepple. 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 6 Concordia Care Network dba Concordia Community Support Services shall have 70% membership interest in Concordia Hospice of Washington and Washington Health System shall have 30% membership. As of June 2024, the legal name of Washington Health System was changed to UPMC Washington. 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 Care Network dba Concordia Community Support Services and three (3) directors shall be appointed by Washington Health System. As of June 2024, the legal name of Washington Health System was changed to UPMC Washington. Form 990, Part VI, Section A, Line 7b The two (2) members have certain 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 certain powers on the binding decisions made by the Concordia individuals of the board of directors of this organization. Due to the 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 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: 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; Kimberly Kepple, Chief Nursing Officer, Concordia Visiting Nurses; 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 ($1,100,000) and the Net Value of Contributions with Donor Restriction received during the fiscal year that will carry over to the following fiscal year $5,500. 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) 10 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 1 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 10/3/2024.