2025-05-08T09:42:35-07:00 2024-06-30 990 2023-07-01 237042932 VISITING NURSE ASSOCIATION OF INDIANA COUNTY VISI 7244636340 850 Hospital Road Suite 3000 Indiana PA 15701 Tammy Young CFO 7243526200 2025-05-08 1 2023 2025-03-06 01:10:19Z Concordia-IRMC VNA Misty Ingram 613 N Pike Rd Suite B Cabot PA 16023 8016173 0 X www.concordiairmcvna.org X 1967 PA Families in Indiana County have been certain that they can depend on the Visiting Nurse Association of Indiana County to assist them at home after a hospitalization or nursing home stay, when an illness or injury occurs, or as they face the challenges at end of life through high-quality hospice care. 9 4 110 18 0 0 117102 71031 7248554 7892134 4782 49033 22345 925 7392783 8013123 25 356 0 0 4390563 4519017 0 0 17997 2826964 2751644 7217552 7271017 175231 742106 3622744 3851461 924157 1243499 2698587 2607962 The mission of the Visiting Nurse Association of Indiana County is to provide the full range of compassionate, high quality, cost-effective services needed to support those we serve in their homes and communities. The intention is to provide these services on the basis of need, as resources permit. For fiscal year ending 06/30/2024, a total of $31,897 in services was rendered as benevolent care. 0 0 3642382 258 5719306 The Visiting Nurse Association of Indiana County dba Concordia-IRMC VNA provides compassionate home health, hospice and palliative care as an integral part of the continuum of care for persons in and around Indiana County. The program service accomplishments of Concordia-IRMC VNA are driven by the core mission to provide a comprehensive program for the residents of Indiana, Armstrong, Jefferson, Westmoreland, and Cambria counties. The agency strives to succeed with an aging-in-place philosophy by providing a wide breadth of services in the home, preventing rehospitalization, enhancing home safety and monitoring chronic disease states. The agency also works to provide the highest quality care to anyone in need, regardless of ability to pay. During the fiscal year ending June 30, 2024 a total of 1,965 unduplicated patients were served by Concordia-IRMC VNA home health staff. There were 40,645 visits made to the patients in our home health program during fiscal year ending June 30, 2024. Concordia-IRMC VNA also offers palliative care services in the home. We utilize an interdisciplinary medical caregiving approach aimed at optimizing quality of life and mitigating suffering among people with serious illness. The goal is to provide the care to the patient as well as the family as they journey towards a possible hospice plan of care. Examples of our initiatives include telehealth/telemedicine. Concordia-IRMC VNA provides tele-health monitoring free of charge to patients with chronic diseases. Tele-Health monitoring is a non-billable service that costs the agency $22,833 annually. Tele-Health has been utilized over the past year to provide addition monitoring for COVID-19 positive patient vital sign trending in addition to monitoring and tracking other patients with comorbidities. Concordia-IRMC VNA employs a Transitional Nurse Liaison who serves the community by assisting discharge planners assess the patients' needs to obtain appropriate orders for the plan of care. This position also attends community gatherings to discuss programs and events sponsored by Concordia-IRMC VNA. The goal is to reach as many people as possible in the community to promote wellness and teach prevention. Flu Shots were provided at the community Flu Clinics held at various sites. Concordia-IRMC VNA spent a total of $6,587 on flu vaccines that were given to patients and families. Total cost to the agency for sponsorships and donations for fiscal year ended June 30, 2024 equated to $4,056. This includes the following sponsorships: $3,000 for the Indiana Healthcare Foundation Golf Outing; $500 for the Heidi Allison Character Award Golf Lunch; and $200 for the Alice Paul House Golf Outing. The Ronald McDonald House was supported with a donation of $30 as part of our Employee Benefit Fund program: donations are given to a charity of employee's choice when a qualifying event occurs, such as a death in the family. $70 was spent on coats, hats and gloves for the Childrens Winter Coat Drive Mission Event; and blankets were purchased for $257 for the Blessing Blankets Mission Event that Concordia-IRMC VNA participated in. Additional funding via distributions to 501(c)(3) member hospital systems at a total of $850,000 have expanded like-minded mission within the geographical communities we serve. Employees of Concordia-IRMC VNA were given the opportunity to serve by participating in the following mission events during the fiscal year. Childrens Winter Coat Drive: Nov 2023: 8 coats and 8 hat-and-glove sets were purchased by Concordia-IRMC VNA and its employees and donated to the Salvation Army of Indiana County. 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. These donations, sponsorships and mission events are some of the ways we serve God by providing for the needs of His people. 1654928 98 2222786 The Visiting Nurse Association of Indiana County dba VNA Family Hospice's primary focus is helping individuals to live peacefully, positively, and as fully as possible through caring, not curing. Hospice is not a place, but a concept for healthcare delivery. It focuses on creating a natural and comfortable end-of-life experience for those dealing with a life-limiting illness, all in the comfort of their own home. Whether the goal is relief from pain, desire to experience a meaningful event such as a wedding, the birth of a child, a birthday, resolving unfinished business, or is simply the hope for a restful night sleep, the team at VNA Family Hospice can provide an array of supportive services. These include, but are not limited to: nursing and related services, personal care counseling, companionship, spiritual services and bereavement care. Hospice program patients and bereavement families received services and were provided with 9,507 visits. In addition, hospice volunteers provided 383 direct hours of service - with a dollar value of $11,988 - to program recipients, including support to the family of the hospice patient. The VNA Family Hospice provides bereavement counseling and grief support groups to members of the community grieving the loss of a loved one or friend at no charge. Also, a summer newsletter and bereavement mailings were sent offering spiritual support, coping techniques and education to hospice family members. The 14th annual Concordia-IRMC VNA Butterfly Release was held in in person and as well as a modified drive through style format on August 6th, 2023 at Mack Park, Indiana, PA. This memorial event was open to anyone who wanted to honor and celebrate the memory of their loved ones, whether or not they were on services with VNA Family Hospice or Concordia-IRMC VNA Home Health. 550 butterflies were sold for a donation to the Hospice for families to pick up and release at home or participate in a group release at Mack Park following a short dedication and memorial service. Concordia-IRMC VNA and VNA Family Hospice also continue to offer community grief support to children in need through the Hopeful Hearts program. The mission is to raise awareness of the needs of grieving children and provide programs to address those individuals in need. This was accomplished through a variety of in person group sessions as well as newly initiated school-based programs and collaboration. During fiscal year July 1, 2023 to June 30, 2024, Hopeful Hearts served a collective of 10 families encompassing 15 children 11 adults in need. The program is funded through support from Concordia-IRMC VNA and VNA Family Hospice as well as through grants and donations received. 0 0 0 5297310 1 0 0 0 0 0 0 0 0 1 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 22 0 1 110 1 0 0 0 0 0 0 0 0 X 9 4 0 0 0 0 1 1 1 1 1 0 0 1 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 1 44 X X 0 337541 28868 Tammy Young - see Schedule O Board Member/Secretary/Treasurer 1 44 X X 0 228992 14004 Misty Ingram - see Schedule O Board Member/President 1 44 X X 0 151537 23829 Mena Louies - see Schedule O Board Member 1 44 X 0 129899 15327 Elizabeth Coe - see Schedule O Board Member 1 44 X 0 118513 7555 William Bellas Executive Director 45 0 X 0 116096 7555 Jim Kinneer Board Vice Chair 1 0 X X 0 0 0 Mark Volovic Board Member 1 0 X 0 0 0 Jodi Waltermire Board Member until Oct 2023 1 0 X 0 0 0 Robert Gongaware Board Member until May 2024 1 0 X 0 0 0 Dawn Funk Board Member as of Jan 2024 1 0 X 0 0 0 Michael Ickowski Board Member as of May 2024 1 0 X 0 0 0 0 1082578 97138 0 0 1 0 Concordia Care Network dba Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 Mgmt & Consulting Services 490516 1 12168 0 0 200 0 58663 0 71031 Home Care Patient Service Revenue 621610 5706663 5706663 0 0 Hospice Patient Service Revenue 621610 2217368 2217368 0 0 Benevolent Care 621610 -31897 -31897 0 0 0 0 0 0 7892134 52083 52083 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3050 0 -3050 -3050 -3050 0 0 0 Miscellaneous Income 621610 925 925 0 0 0 0 0 0 925 8013123 7942092 0 0 356 356 3587514 3101511 477919 8084 94509 77464 16640 405 518531 444240 73457 834 318463 275159 42557 747 504113 504113 9864 9864 198874 198874 478918 188565 285244 5109 36500 4663 31837 202949 49442 153071 436 140074 94355 45600 119 171502 148269 22847 386 278251 277010 1241 7192 5178 2014 42950 37131 5722 97 33981 29377 4527 77 Pharmacy & Medical Supplies 486510 486510 0 0 Other Supplies 53511 10848 40960 1703 Recruitment 40339 33321 7018 0 Equipment Rental 22833 22833 0 0 43283 11078 32205 7271017 5297310 1955710 17997 958895 515299 287105 939017 1138357 30442 65524 487990 377866 120818 110124 55270 55743 400000 400000 831197 1566414 3622744 3851461 363439 488351 129954 137511 430764 617637 924157 1243499 X 2645464 2553462 53123 54500 2698587 2607962 3622744 3851461 X 742106 2382 0 0 0 -835113 X 0 1 1 0 X 339379 207084 680180 117102 71031 1414776 7001864 7502198 8552034 7248554 7892134 38196784 7341243 7709282 9232214 7365656 7963165 39611560 39611560 22737 39047 1959 4782 52083 120608 22737 39047 1959 4782 52083 120608 0 1173505 0 20103 925 1194533 7363980 8921834 9234173 7390541 8016173 40926701 0.96787 0.96697 0.00295 0.00384 X Schedule A, Part III, Line 1 Column (c) Fiscal Year Beginning in 2021 includes a Government Grant of $557,092 which was a Stimulus Payment from the CARES Act Provider Relief Fund and FEMA Grant. Schedule A, Part III, Line 12 The Other Income received in the Fiscal Year Beginning in 2020 was miscellaneous income and 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 the Fiscal Year Beginning in 2022 was miscellaneous income. The Other Income received in the Fiscal Year Beginning in 2023 was miscellaneous income. 19577 0 0 0 0 0 19577 19577 0 0 0 0 0 19577 19577 0 0 0 0 0 19577 19577 0 0 0 0 0 19577 19577 0 0 0 0 0 19577 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 487990 377866 110124 0 0 0 0 110124 Due From Affiliates 1063618 Right of Use Assets 448296 Assets Whose Use Is Limited 54500 1566414 0 Long Term Liability - Lease Liability 280921 Due To Affiliates 169341 Current Liability - Lease Liability 167375 617637 X 8029015 2382 0 0 13510 15892 8013123 0 0 0 8013123 7271017 0 0 0 0 0 7271017 0 0 0 7271017 Schedule D, Part V, Line 4 Permanently Restricted Net Assets represent contributions received with the donor restriction that the principal be invested in perpetuity and that only the income earned thereon will be available for operations. 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 Other revenues included on the audited financial statements are $13,510 Net Assets Released from Restriction. X X 0 1 0 0 0 0 0 0 0 Martin Trettel - see Schedule O Board Chair 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 Misty Ingram - see Schedule O Board Member/President 0 146862 0 4675 0 0 0 10401 0 13428 0 175366 0 0 Schedule J, Part I All board members of Visiting Nurse Association of Indiana County 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 On an annual basis, personnel committee does a study of wages using various data sources including Guidestar website data, an annual health care compensation data book purchased from the National Association of Home Care and Hospice organization, and PA Wage information from the PA Labor & Industry website. The committee presents their findings and recommendations to the board. The Executive Director was reviewed during the fiscal year associated with this return. Schedule J, Part I, Line 4 Visiting Nurse Association of Indiana County 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 Elizabeth Coe. 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 (CCSS) is the majority member of Visiting Nurse Association of Indiana County d/b/a Concordia-IRMC VNA. The Organization's members consist of CCSS and Indiana Regional Medical Center with membership interests of 51% and 49%, respectively. Form 990, Part VI, Section A, Line 7a Concordia Care Network dba Concordia Community Support Services (CCSS) is the majority member and Indiana Regional Medical Center (IRMC) is the minority member. Three (3) to five (5) directors are appointed by CCSS, and two (2) to four (4) directors are appointed by IRMC. The VNAIC board of directors consists of a total of five (5) to nine (9) persons. Form 990, Part VI, Section A, Line 7b Concordia Care Network dba Concordia Community Support Services (CCSS) is the majority member and Indiana Regional Medical Center (IRMC) is the minority member. In addition to those rights and privileges otherwise accorded to the two Members under these Bylaws, the Corporation's Articles of Incorporation or Pennsylvania law, the two Members shall have the authority to appoint and remove certain Directors, and shall have certain powers as stated in the Bylaws. 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 board is sent draft copies of the 990 prior to filing, in order to provide questions, comments, and feedback. Questions and comments are addressed accordingly. Upon board acceptance, the final 990 is submitted to the taxing authorities. A copy of the final 990 is made available to all board members. Form 990, Part VI, Section B, Line 12c Board members must complete a conflict interest disclosure statement when they join the board and on an annual basis in subsequent years. Form 990, Part VI, Section B, Line 15 On an annual basis, personnel committee does a study of wages using various data sources including Guidestar website data, an annual health care compensation data book purchased from the National Association of Home Care and Hospice organization, and PA Wage information from the PA Labor & Industry website. The committee presents their findings and recommendations to the board. 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 Visiting Nurse Association of Indiana County) which is mailed to all of its constituents and is available to the public upon request. The Visiting Nurse Association of Indiana County 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 Visiting Nurse Association of Indiana County 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; Mena Louies, Executive Director, Concordia Hospice of Washington; and Elizabeth Coe, Director of Business Operations, Concordia Care Network and community based affiliates. Form 990, Part XI, Line 9 Net Value of: Distribution to partners during current fiscal year ($850,000), Contributions with Donor Restriction received during the fiscal year that will carry over to the following fiscal year $14,812. Investment Income held on temp restricted funds $75. 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 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 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 Rd Cabot PA 16023 863586342 Youth recreation services PA 501(c)(3) 10 Concordia Care Network 0 Concordia of Florida 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 OH 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 Rd 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 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 0 1 1 1 1 0 Additional time was needed to gather information and complete the Form 990. Extension was submitted electronically and approved by the IRS on 10/03/2024.