2025-05-08T10:02:20-07:00 2024-06-30 990 2023-07-01 421704067 CONCORDIA VISITING NURSES CONC 7243526200 613 North Pike Road Cabot PA 160232215 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 52191887 0 X concordiavn.org X 2006 PA Health care delivery and management: Provide community based programs, services, and facilities to seniors and disabled and ill persons in their homes. Includes nursing, therapy, home health aide, medical social work, and related services. 10 8 615 12 0 0 148846 51 50486843 51872153 188199 298441 350 0 50824238 52170645 15229 6864 0 0 31808497 33038874 0 0 0 8988930 10049567 40812656 43095305 10011582 9075340 17519339 16753880 5838476 5997677 11680863 10756203 The mission is to deliver quality home health services, in good faith and to minister to the unique needs of each individual with respect, dignity, and compassion. We serve with direct care services, community-based programs, disease management programs and spiritual care. We also support member 501(c)(3) organizations with distributions of $10,000,000. For fiscal year ending 06/30/2024, a total of $78,976 in services was rendered as benevolent care. 0 0 32977216 34364 52170594 Concordia Visiting Nurses (CVN) program service accomplishments are driven by the core mission to provide excellent in-home health services to those who need them, in a faithful environment. During the fiscal year ending June 30, 2024, approximately 19,179 patients were served across thirteen counties in Western Pennsylvania, including Allegheny, Armstrong, Beaver, Butler, Greene, Lawrence, Westmoreland, Washington and parts of Clarion, Fayette, Indiana, Mercer and Venango, with an average daily census of 3,889. CVN provides qualified Spiritual Counselors who respond to needs through prayer, consultation and counseling to all religions and denominations and work in conjunction with local clergy as requested. A total of approximately 352,345 visits (including 1,867 non-billable visits associated with spiritual care, nutrition, etc.) were completed by various disciplines. The non-reimbursed cost of the non-billable spiritual care visits was $105,537 for the fiscal year. In today's complex healthcare landscape, it is essential to adopt a multifaceted approach that addresses the diverse needs of our patients while promoting holistic, patient-centered care. Our agency has implemented a comprehensive palliative and chronic care management program designed to enhance the quality of life for patients with serious illnesses. This program focuses on symptom management, psychosocial support, and advanced care planning. Recognizing the importance of accessibility, we have integrated virtual visits into our service offerings. This initiative not only enhances patient convenience but also allows for more frequent check-ins, ensuring that care plans are adhered to and adjusted as necessary. Virtual visits have proven particularly beneficial for patients with mobility challenges or those residing in remote areas, enabling us to extend our reach while maintaining high standards of care. Tele-Health monitoring is a non-billable service that costs the agency $401,253 annually. To address the growing prevalence of diabetes within our community, we have introduced opportunities for our patients to meet with a certified diabetic educator. By providing one-on-one counseling and support, we aim to reduce complications and hospital readmissions associated with diabetes. Understanding that mental health is integral to overall well-being, we have incorporated mental health screenings and support into our services. This initiative addresses the often-overlooked psychological aspects of chronic illness, ensuring that patients receive the emotional support they need. To further enhance our clinical offerings, we have recruited specialized lymphedema and wound-certified nurses and therapists. These experts provide targeted care for patients suffering from complex wound issues and lymphedema, employing advanced treatment modalities that promote healing and improve patient outcomes. Finally, our dedicated congestive heart failure program focuses on managing this prevalent condition through education, regular monitoring, and individualized care plans. We aim to reduce hospital readmissions and improve overall health outcomes for this vulnerable population. Concordia Visiting Nurses continues to have deemed status with Accreditation Commission for Health Care (ACHC). ACHC is an organization receiving a Three-Year Accreditation has put itself through a rigorous peer review process. It has demonstrated to a team of surveyors during an on-site visit its commitment to offering programs and services that are measurable, accountable, and of the highest quality. CVN is also part of Concordia Lutheran Ministries Aging Services Network, under CARF-CCAC accreditation. Each month our Transitional Nurse Liaisons team up with CVN nurses and social workers to schedule and attend several community gatherings to discuss our "Concordia Visiting Nurses Healthy Topic" of the month at health fairs, community speaker programs and events to promote wellness in the community. These events include: Area on Aging Senior Expo Tanger Outlets Resource Friendship Village Resources/Alzheimer's Walk Blood Pressure Clinic The Galleria of Sout Hills Senior Fair Senator Robinson's Senior Fair/Expo Hempfield Manor Senior Expo Westmoreland County Department of Human Services AAA Senior Expo Presbyterian Senior Care Network Resource Fair South Hills Jewish Community Center/Senior Expo Dementia Caregiver Resource Fair UPMC Mercy Fair Washington Walk to End Alzheimer's Julian Grey Conference Coffee Bar at Premier WCHC Senior Fair at Celebration Villa of South Hills UPMC Mercy Senior Fair Washington County Fair Senior Fair Twilight Wish Foundation Community event Vendor Fair at Celebration Villa of Chippewa UPMC Mercy Fair Senior Fair at William Penn Care Center New Castle Senior Fair YMCA Sewickley Senior Fair Elder Vogel's Beaver County Senior Fair Lenz Court Senior Fair Multiple health chats throughout the year at multiple different PCH's. No related expenses for these in the past. Concordia of Wexford: basic wound care lunch and learn Pine township community health and wellness fair Concordia at the Orchard - Mental health, dementia, and Alzheimer's lunch and learn. CVN spent a total of $11,856 on flu shots that were given to the community and patients during flu clinics and to employees during the 2023-2024 fiscal year. Total donations and sponsorships made during fiscal year ended 6/30/24, equated $86,477. Additional funding via distributions to 501(c)(3) member hospital systems at a total of $10,000,000 have expanded like-minded mission within the geographical communities we serve. A total of $34,364 was donated through the fiscal year. This includes: $410 donated to 8 local charities as a 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. A total of $27,500 in scholarships were given to the children of Concordia employees through a Student Scholarship Program, paid directly to each University. Total of $52,113 was spent on sponsorships to support local events at organizations in the region: Employees of CVN 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 employees of CVN participated in during the 2023-2024 fiscal year: 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. City Mission Service Event: Mar 2024: 12 volunteers served at community meal. 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-approx 30 volunteer hours; and Employee volunteers cleaned The Lighthouse food pantry to ready it for the next distribution-approx 12 volunteer hours. These donations, sponsorships and mission events are some of the many ways we serve God by providing for the needs of His people. 0 0 0 32977216 1 0 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 49 0 1 615 1 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X Tammy S Young 7243526200 613 North Pike Road Suite B Cabot PA 160232215 X Keith Frndak - see Schedule O Board Chair 5 45 X X 0 931589 36198 Martin Trettel - see Schedule O Board Member/President/CEO 36 9 X X 337541 0 28868 Tammy Young - see Schedule O Secretary/Treasurer 1 44 X 0 228992 14004 Arthur Thompson Physical Therapist 40 0 X 165153 0 30147 Megan Halliwell Shilling Physical Therapist 40 0 X 173310 0 11074 Kimberly Kepple CNO 37 3 X 128065 0 17529 Margaret Waylonis Physical Therapist 40 0 X 117263 0 15351 Christopher Zielinski Physical Therapist 40 0 X 123757 0 5578 Norm Mitry Board Member 1 1 X 0 0 0 Karen Bray Board Member 1 1 X 0 0 0 Dr Mario Fatigati Board Member 1 0 X 0 0 0 Mike Flanagan Board Member 1 0 X 0 0 0 Dr Kathy Selvaggi Board Member 1 1 X 0 0 0 Linda Homyk Board Member 1 1 X 0 0 0 Rodney Louk Board Member until Dec 2023 1 1 X 0 0 0 Paul Horton Board Member until Oct 2023 1 1 X 0 0 0 Jennifer Kirschler Board Member as of Jan 2024 1 0 X 0 0 0 David Dillon Board Member as of Jan 2024 1 1 X 0 0 0 1045089 1160581 158749 17 0 1 0 Concordia Care Network Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 Mgmt & Consulting Services 1434820 Fox Rehabilitation Services LLC PO Box 780409 Philadelphia PA 19178 Contracted Therapy Services 827946 HCHB Holdings LLC Homecare Homebase LLC 6688 N Central Expressway Suite 800 Dallas TX 75206 Point of Care Software 362035 Daymarck LLC 9393 W 110th Street Suite 100 Overland Park KS 66210 Contracted Coding Services 213846 Forcura LLC Department 2132 PO Box 122132 Dallas TX 753122132 Point of Care Software 209740 6 0 0 0 26 0 25 0 51 Home Health Care Services 621610 51951129 51951129 0 0 Benevolent Care 621610 -78976 -78976 0 0 0 0 0 0 51872153 294451 294451 0 0 0 0 0 0 0 0 0 0 0 0 0 25232 0 21242 0 3990 3990 3990 0 0 0 0 52170645 52170594 0 0 6864 6864 563473 563473 26381852 22319221 4062631 1324437 1122332 202105 2795389 2254272 541117 1973723 1673744 299979 1434820 1434820 15569 15569 552490 552490 2340118 1524173 815945 127220 23 127197 741323 292912 448411 907160 535681 371479 756908 640349 116559 914718 877376 37342 15123 6709 8414 0 443313 375046 68267 279447 236414 43033 Pharmacy & Medical Supplies 513629 513629 0 0 Equipment Rental 274014 274014 0 0 Recruitment 181023 160673 20350 0 Gasoline 153516 143579 9937 0 399176 20205 378971 43095305 32977216 10118089 0 1848602 2410741 8245710 7213955 298324 314729 4069891 2248484 1669710 1821407 5456993 4993048 17519339 16753880 2905563 3273807 1163696 1247884 1769217 1475986 5838476 5997677 X 11680863 10756203 0 0 11680863 10756203 17519339 16753880 X 9075340 0 0 0 0 -10000000 X 0 1 1 0 X 715957 35205 1130204 148846 51 2030263 38599102 45259051 47230734 50486843 51872153 233447883 39315059 45294256 48360938 50635689 51872204 235478146 235478146 43393 10581 35026 185056 294451 568507 43393 10581 35026 185056 294451 568507 29147 38834 4646810 350 0 4715141 39387599 45343671 53042774 50821095 52166655 240761794 0.97805 0.97760 0.00236 0.00150 X Schedule A, Part III, Line 1 Column (a) Fiscal Year Beginning in 2019 includes a Government Grant of $712,506 which was a Stimulus Payment from the CARES Act Provider Relief Fund. Column (b) Fiscal Year Beginning in 2020 includes a Government Grant of $32,319 which was a Stimulus Payment from the CARES Act Provider Relief Fund. Column (c) Fiscal Year Beginning in 2021 includes a Government Grant of $1,046,358 which was a Stimulus Payment from the CARES Act Provider Relief Fund. Column (d) Fiscal Year Beginning in 2022 includes a Non-Government Grant of $148,000. Schedule A, Part III, Line 12 The Other Income received in the fiscal year beginning in 2019, 2020 was miscellaneous income. The Other Income received in Fiscal Year Beginning in 2021 was the recognition of the forgiveness of the Paycheck Protection Program (PPP) Loan from the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and the Realized Loss on Investment held by Affiliate. The Other Income received in the fiscal year beginning in 2022 was miscellaneous income. 0 0 0 0 0 0 0 0 169205 113995 55210 0 3866333 2134489 1731844 0 34353 0 34353 1821407 Due From Affiliates 3875546 Right of Use Assets 1117502 4993048 0 Current Liability - Lease Liability 585475 Long Term Liability - Lease Liability 532027 Due to Affiliates 358484 1475986 X 52170645 0 0 0 0 0 52170645 0 0 0 52170645 43095305 0 0 0 0 0 43095305 0 0 0 43095305 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 Keith Frndak - see Schedule O Board Chair 0 651498 0 172675 0 107416 0 21450 0 14748 0 967787 0 0 Martin Trettel - see Schedule O Board Member/President/CEO 286042 0 25175 0 26323 0 20162 0 8707 0 366409 0 0 0 Tammy Young - see Schedule O Secretary/Treasurer 0 206193 0 8775 0 14024 0 13726 0 278 0 242996 0 0 Arthur Thompson Physical Therapist 158073 0 7080 0 0 0 11743 0 18404 0 195300 0 0 0 Megan Halliwell Shilling Physical Therapist 162885 0 10425 0 0 0 11065 0 9 0 184384 0 0 0 Schedule J, Part I All board members of Concordia Visiting Nurses 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. The CEO was reviewed during the fiscal year associated with this return. Schedule J, Part I, Line 4 Concordia Visiting Nurses 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: Keith Frndak, Martin Trettel, Tammy Young 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 members i.e. four (4) member hospitals. 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 52% membership interest in Concordia Visiting Nurses and each of the four (4) hospitals; Heritage Valley Health System, Independence Health System, St. Clair Hospital and Washington Health System shall have 12% membership. Form 990, Part VI, Section A, Line 7a All five (5) members shall have the authority to appoint two (2) individual members to the Corporation's Board of Directors for a total of 10 members. Form 990, Part VI, Section A, Line 7b The five (5) members have certain powers, the exercise of which shall require the approval of eighty-eight percent (88%) of the membership interest of the Corporation. 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 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 CEO was reviewed during the fiscal year associated with this return. Form 990, Part VI, Section C, Line 19 Concordia Visiting Nurses publishes an annual report that summarizes the financial and operational accomplishments of the organization, which is forwarded to Concordia Visiting Nurses constituents and is available to the public upon request. The Concordia Visiting Nurses 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 Visiting Nurses 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 Care Network; Martin Trettel, Chief Executive Officer, Concordia Visiting Nurses; and Tammy Young, Chief Financial Officer, Concordia Care Network and community based affiliates. Form 990, Part XI, Line 9 Net Value of Distribution to members during current fiscal year ($10,000,000). 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 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 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 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 Rd 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 1 1 0 0 0 1 0 0 0 1 1 1 1 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.