2025-05-08T09:34:29-07:00 2024-06-30 990 2023-07-01 251881783 CONCORDIA TELE CAREGIVERS CONC 7243526200 613 North Pike Rd Ste A Cabot PA 16023 Tammy Young CFO 7243526200 2025-05-08 1 2023 2025-03-06 01:10:19Z Concordia Private Care Martin Trettel 613 North Pike Rd Suite B Cabot PA 16023 971109 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 58 8 0 0 3707 210 1349354 959726 4828 11154 0 0 1357889 971090 0 0 0 0 824942 627247 0 0 0 459917 283776 1284859 911023 73030 60067 505412 540606 96982 72109 408430 468497 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 677531 0 970898 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 519 consumers were served across five counties in Western Pennsylvania. A total of 19,585 visits, equating to 26,404 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 a related organization as defined in Schedule R of this Federal Form 990 at no added cost. Total sponsorships during the fiscal year were $1,942. The following local community organizations were supported through sponsorships: Alliance for Nonprofit Resources, American Cancer Society-Relay for Life Armstrong County, BC3 Education Foundation, Inc, Buffalo Township Volunteer Fire Co, Butler Catholic School, Butler Collaborative for Families, Butler County Chamber of Commerce, Butler County Family YMCA, Butler County Soccer Association, Butler Football Boosters, Butler Freeport Community Trail Council, Butler High Girls Golf Team, Butler Inline Hockey, Butler Township Baseball Association, Center Township Athletic Association (CTAA), Children's Advocacy Center of Butler County, Christ Lutheran Church-Pittsburgh, Community Health Center, CrossFit Recreate, Golden Tornado Scholastic Foundation, Inc, Harvest Baptist Academy, Kids Day America, Knoch Softball Boosters, Law Enforcement Services (Butler Co Sheriffs Office Calendar), Officer Brian Shaw Memorial Scholarship, Penn Township Volunteer Fire Company, Redeemer Lutheran School, Saxonburg Area Baseball Association (SABA), Saxonburg Area Girls Softball Assoc (SAGSA), Saxonburg Area Rotary Club, Saxonburg Volunteer Fire Co, Senior Olympics of Western PA, Sing Hosanna, Sprankle Event LLC Octoberfest, Sprankle Event LLC Winterfest, and St Mark's Lutheran Church. Employees of CPC 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. The Mission Events during the fiscal year were: Drive-Up Food Distributions: July-Aug 2023: Employees volunteered to assist the Greater Pittsburgh Community Food Bank and Knoch School District (Saxonburg, PA) with a drive-thru food distribution which addresses family food insecurity during summer months when children lose access to school provided meals. Remote Area Medical (RAM): Nov 2023: 443 Concordia employees and community members volunteered their time and talents over three days to host a free medical, dental and vision clinic in Butler County to provide healthcare to underserved and underinsured community members. 335 patients were served and a total of $183,534 of healthcare was provided at no cost. The event was supported by 54 community businesses with 38 optometrists, NPs, dentists, and physicians providing care. Lighthouse Foundation Food Pantry Collection Drive: Nov-Dec 2023: 393 food items were purchased by Concordia employees and matched by a monetary gift by Concordia for donation to The Lighthouse Foundation (Butler, PA) to stock their shelves with the top 10 needed items before Christmas. Center for Community Resources Bundle-Up Butler Coat Drive: Nov-Dec 2023: 157 gently-used or new coats were donated by Concordia employees and matched by a monetary gift by Concordia. Hero's Angels Collection Drive: Feb-Mar 2024: Highly requested items were purchased and donated to deployed troops in Syria in partnership with Hero's Angels (Chicora, PA). 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. St Luke Feed My Starving Children MobilePack Event: May 2024: 40 Concordia employees, residents & their families volunteered at a multi-day event to pack meals to address the global hunger crisis. Lighthouse Foundation Food Pantry Distribution and Pantry Clean-Up: June 2024: Employee volunteers distributed food items to the families who utilize the pantry; and Employee volunteers cleaned The Lighthouse food pantry to ready it for the next distribution. These Mission Events, sponsorships, and donations are some of the many ways we serve God by providing for the needs of His people. 0 0 0 677531 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 4 0 1 58 1 0 0 0 0 0 0 0 0 X 8 0 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 Chairman/President 1 44 X X 0 337541 28868 Tammy Young - see Schedule O Board Member/Secretary/Treasurer 1 44 X X 0 228992 14004 Kay Frndak-Suder - see Schedule O Board Member 1 44 X 0 202685 13734 Misty Ingram - see Schedule O Board Member 1 44 X 0 151537 23829 Elizabeth Coe - see Schedule O Board Member 1 44 X 0 118513 7634 Connor Hagey - see Schedule O Board Member 1 44 X 0 103477 20635 Becky Bloom Board Member - see schedule O 1 44 X 0 108167 7634 Julie Spirnock - see Schedule O Board Member 1 44 X 0 68366 4453 0 1319278 120791 0 0 1 0 0 0 0 0 210 0 0 0 210 Home Care Services Business 621610 959726 959726 0 0 0 0 0 0 959726 11173 11173 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19 0 -19 -19 -19 0 0 0 0 971090 970880 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 519833 425156 94677 0 21205 14282 6923 0 40648 30107 10541 0 45561 37849 7712 0 79913 79913 0 0 0 0 0 0 31446 0 31446 0 0 0 0 0 0 0 0 0 0 0 49466 11431 38035 0 6998 0 6998 0 18796 5231 13565 0 14198 9986 4212 0 0 0 0 0 17436 14260 3176 0 2399 1244 1155 0 0 0 0 0 473 320 153 0 0 0 0 0 0 0 0 0 5310 4343 967 0 12347 10098 2249 0 Equipment Rental 24379 24379 0 0 Recruitment 7316 7263 53 0 Service Charges 6294 0 6294 0 7005 1669 5336 0 911023 677531 233492 0 129836 148167 0 0 0 155738 72252 1035 12494 43543 34892 13676 8651 205127 299042 505412 540606 30738 50766 66244 21343 96982 72109 X 408430 468497 0 0 408430 468497 505412 540606 60067 0 0 0 0 0 X 0 1 X 1 0 X 18321 14438 4897 3707 209 41572 1677828 1790281 1457722 1349354 959726 7234911 1696149 1804719 1462619 1353061 959935 7276483 7276483 39 19 108 4828 11155 16149 39 19 108 4828 11155 16149 0 256000 0 256000 1696188 2060738 1462727 1357889 971090 7548632 0.96395 0.96897 0.00214 0.00059 X Schedule A, Part III, Line 1 Column (b) 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 (b) 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 43543 34892 8651 0 0 0 0 8651 Due from Affilitates 286455 Right of Use Assets 12587 299042 0 Due to Affiliates 8756 Right of Use Liability 12587 21343 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. Accordingly, no provision for income taxes has been provided. X X 0 1 0 0 0 0 0 0 0 Martin Trettel - see Schedule O Board Chairman/President 0 286042 0 25175 0 26323 0 20162 0 8707 0 366409 0 0 Tammy Young - see Schedule O Board Member/Secretary/Treasurer 0 206193 0 8775 0 14024 0 13726 0 278 0 242996 0 0 Kay Frndak-Suder - see Schedule O Board Member 0 174691 0 10550 0 17444 0 13203 0 531 0 216419 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 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 2023 the following participants were enrolled in the plan: Martin Trettel, Tammy Young, Kay Frndak-Suder, Elizabeth Coe, Misty Ingram and Becky Bloom. Form 990, Part VI, Section A, Line 6 Concordia Care Network dba Concordia Community Support Services is the sole member of Concordia Tele CareGivers. Form 990, Part VI, Section A, Line 7a Concordia Care Network dba Concordia Community Support Services, as the sole member, assigns/appoints the Concordia Tele CareGivers board of directors. Form 990, Part VI, Section A, Line 7b Concordia care Network dba Concordia Community Support Services, as the sole member, has certain powers over decisions, most especially board appointment, and buying and selling either new or existing reporting units of the operating segments within Concordia Tele CareGivers. 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 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 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 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: 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; Becky Bloom, Accounting Manager, Concordia Care Network and community-based affiliates; and Julie Spirnock, Retirement Services Coordinator, Rebecca Residence. 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) 10 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 0 0 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 10/03/2024.