2025-05-06T10:47:35-07:00 2024-06-30 990 2023-07-01 251475192 CONCORDIA OF MONROEVILLE CONC 4123733900 4363 NORTHERN PIKE MONROEVILLE PA 15146 Michael Falbo CFO 7243521571 2025-05-06 1 2023 2025-03-06 01:10:19Z Keith Frndak 134 Marwood Rd Cabot PA 16023 13765356 0 X CONCORDIALM.ORG X 1998 PA Concordia of Monroeville strives 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. 10 6 296 6 0 0 497264 213261 10225765 13446736 32069 47717 119941 57642 10875039 13765356 600850 807833 0 0 7071127 8751815 0 0 9510 2989055 4002339 10661032 13561987 214007 203369 13421506 25084358 9359891 20819374 4061615 4264984 X Concordia of Monroeville is committed to providing high quality short-term rehabilitation, personal care and long-term nursing care to residents provided in a Christian environment. 1 0 7502258 0 7604890 Concordia of Monroeville is a life plan community located in the heart of Monroeville serving the local aging population including a 59-bed skilled nursing unit. This community provides short-term rehabilitation or long-term nursing care in a Christian environment devoted to comfort and healing. Our dedicated short-term rehabilitation team is in place to motivate, support and increase the overall functioning of each patient. Those who choose Concordia of Monroeville Long-Term Nursing Care are given the love, respect and kindness of a family member, as well as the security of being in a place designed to help them thrive. Our funding includes Medicare, Medicaid, insurance and private payers. In August 2014, Concordia Lutheran Ministries of Pittsburgh acquired 100% of the membership interest in Concordia of Monroeville, formally known as the Cedars of Monroeville. Since acquisition, many upgrades have been made to the facility including a new therapy gym. Through June 2024, Concordia served the local community by subsidizing significant costs during the year including over 11,800 resident days of Medicaid services. The total benevolent care and the difference between cost and reimbursement from the medical assistance program was $876,000. During 2023-2024, the organization has supported charitable foundations, community clubs and provided emergency outreach through local churches. There has been support for local children during the holidays and had clothing fundraisers. Financial support for food and supplies have been provided to employees during the year. 153696 0 253412 The Concordia of Monroeville organization includes independent living units in Monroeville, as well as 55 units in the newly acquired Bridgeville facility. These independent living residents enjoy access to both healthcare and professional services, as well as retirement amenities in these comfortable, homelike apartments. Amenities include chef-inspired dinner in restaurant-style dining room, free continental breakfast, beauty salon, worship services onsite, billiard room, library, daily activities such as bingo, exercise classes, crafts and, social gatherings with outside entertainment and transportation throughout the local community. The outdoor area is a wonderful space for visiting with family and participating in the numerous daily activities. Concordia strives for affordable pricing for the residents while also serving the community by providing benevolent care to residents that cannot afford the market rates. Concordia strives to be a vital part of these communities by being an active member of the South Fayette Chamber of Commerce and Monroeville Chamber of Commerce and participating in most community activities like South Fayette Community Day, Bunny Hop in the Park, Earth Cleanup Week, and their Thanks for Giving Event. The organization also gives back to these wonderful communities, by donating to local service departments and schools. 4479130 0 5850850 In addition to the Concordia of Monroeville location which includes an 87-bed personal care unit, the organization purchased Concordia of Bridgeville in May 2024. The Bridgeville campus includes a 200-unit personal care and 100-unit memory care. The buildings on both campuses include various floor plan options with a caring staff that invokes a family feeling with an environment designed for comfort and assistance with activities of daily living, such as bathing and personal hygiene, mobility assistance, preparation of meals, activities, laundry and spiritual care. It is our goal to enable residents to age in place in personal care before moving to skilled nursing by offering five levels of care. Through June 2024, Concordia served the local community by providing benevolent care to residents with the difference between cost and payments from residents totaling $140,000. The organization has provided donations to other non-profits for various charities. Concordia has hosted a trick-or-treat, Easter egg hunt social and Christmas parties opened residents. The residents have also made cookies and projects for local schools and churches. The organization has also sponsored the Washington Wild Things baseball team and PA chapter of the Alzheimer's Association, as well and hold Alzheimer Walks on campus. 0 0 0 12135084 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 38 0 1 296 1 0 0 0 0 0 0 0 0 X 10 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 PA X X HOLLY VAREHA-ACCOUNTING MANAGER 4123733900 4363 NORTHERN PIKE MONROEVILLE PA 15146 X BRIAN HORTERT PRESIDENT/CHAIR- SEE SCHEDULE O 1 44 X X 0 470530 38369 MICHAEL FALBO SECRETARY/TREASURER - SEE SCHEDULE O 1 44 X X 0 277827 30872 MELISSA SULLIVAN NHA 44 1 X 153845 0 23072 PHIL RICCI BOARD MEMBER - SEE SCHEDULE O 1 44 X 0 154713 11147 HOPE ROUDA BOARD MEMBER - SEE SCHEDULE O 1 44 X 0 152850 10495 ELANA STASCHAK FORMER BOARD MEMBER 0 0 X 0 129341 7768 RANDY GLASSER BOARD MEMBER 1 0 X 0 0 0 RYAN LYNCH BOARD MEMBER 1 0 X 0 0 0 RITA WINDSOR BOARD MEMBER 1 0 X 0 0 0 DAVID ALSING BOARD MEMBER 1 0 X 0 0 0 PAUL REHKOPF BOARD MEMBER 1 0 X 0 0 0 REVERAND RONALD BREIGHT BOARD MEMBER 1 1 X 0 0 0 153845 1185261 121723 6 0 1 0 Concordia Care Network 134 Marwood Rod Cabot PA 16023 Management Fees 149175 1 0 0 0 1438 0 211823 0 213261 RESIDENT CARE REVENUE 623000 14409185 14409185 0 0 BENEVOLENT CARE 623000 -962449 -962449 0 0 0 0 0 0 13446736 47717 47717 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 57642 57642 0 0 57642 13765356 13552095 0 0 807833 807833 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7235824 6470196 765628 0 252995 208990 44005 0 711024 603501 107523 0 551972 503791 48181 0 295406 0 295406 0 13910 0 13910 0 14063 0 14063 0 0 0 0 0 0 0 0 0 0 0 239091 177326 52255 9510 19362 0 19362 0 36244 6064 30180 0 22712 6251 16461 0 0 0 0 0 456165 456165 0 0 11042 5639 5403 0 0 0 0 0 7517 2501 5016 0 396404 396404 0 0 0 0 0 0 732642 732642 0 0 166070 166070 0 0 Food Service Cost 511488 511488 0 0 Pharmacy & Medical Supplies 810870 810870 0 0 Maintenance Costs 84462 84462 0 0 Electronic Medical Records 63643 63643 0 0 121248 121248 0 0 13561987 12135084 1417393 9510 1119697 1394737 1543758 894751 1549528 101833 192997 26655062 6315159 11224901 20339903 63435 80324 13421506 25084358 833090 1590124 8360440 7923828 166361 11305422 9359891 20819374 X 4061615 4264984 0 0 4061615 4264984 13421506 25084358 203369 0 0 0 0 0 X 0 1 X 1 0 X 607508 228963 324417 497264 213261 1871413 10758357 9838670 10960593 11365158 13446736 56369514 9443 9810 10227 26288 0 55768 11375308 10077443 11295237 11888710 13659997 58296695 58296695 5186 1362 892 32069 47717 87226 5186 1362 892 32069 47717 87226 139505 1202324 55218 93653 57642 1548342 11519999 11281129 11351347 12014432 13765356 59932263 0.97271 0.97250 0.00146 0.00087 X Schedule A, Part III, Line 12 Other income relates reimbursed worker's compensation for a former self-funded program. 0 6763826 6763826 0 16156390 4815516 11340874 0 0 0 0 0 2707362 1499508 1207854 0 1027484 135 1027349 20339903 INTERCOMPANY NOTES, PAYABLES & OTHER NOTES 11263638 CONTRACT LIABILITIES 7500 RESIDENT FUNDS AND DEPOSITS 34284 11305422 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 1 PITTSBURGH AREA LUTHERAN SCHOOLS 1261 PENNSYLVANIA AVE OAKMONT PA 15139 251716013 501(C)(3) 83250 0 To provide scholarships for the PALS schools (three K-8; ten preschools) for those families that cannot afford tuition. Providing scholarships to families enables Lutheran schools to reach those in need as God instructed in Matthew 25:40. PITTSBURGH DREAM CENTER 908 EVANS AVE MCKEESPORT PA 15132 251893762 501(C)(3) 13750 Food Ministry Assistance to serve the families of the McKeesport community. WESTMORELAND COUNTY FOOD BANK 100 DEVONSHIRE DR DELMONT PA 15626 251422682 501(C)(3) 10000 To provide support of this local food pantry serving residents of Westmoreland County, Pennsylvania. CONCORDIA LUTHERAN MINISTRIES FOUNDATION 134 MARWOOD RD CABOT PA 16023 205138266 501(C)(3) 600000 Funds to be used to fund mission of Concordia Lutheran Ministries. 3 0 Schedule I, Part I, Line 2 The organization monitors the operations of the grant recipients to ensure that funds are used for appropriate purposes. The organization maintains records and has controls in place to verify that the grants are used appropriately. 0 1 0 0 0 0 0 0 0 BRIAN HORTERT PRESIDENT/CHAIR- SEE SCHEDULE O 0 392631 0 47175 0 30724 0 21450 0 16919 0 508899 0 0 MICHAEL FALBO SECRETARY/TREASURER - SEE SCHEDULE O 0 259077 0 18750 0 0 0 17454 0 13418 0 308699 0 0 PHIL RICCI BOARD MEMBER - SEE SCHEDULE O 0 147063 0 7650 0 0 0 10868 0 278 0 165859 0 0 MELISSA SULLIVAN NHA 145595 0 8250 0 0 0 8617 0 14455 0 176917 0 0 0 HOPE ROUDA BOARD MEMBER - SEE SCHEDULE O 0 134678 0 6275 0 11897 0 9964 0 531 0 163345 0 0 Schedule J, Part I All board members of Concordia of Monroeville 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 4 Affiliates including Concordia Lutheran Health and Human Care (EIN 25-0969458) and Concordia Lutheran Ministries of Pittsburgh (EIN 27-0209886) participate 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: Michael Falbo, Brian Hortert, Hope Rouda, Phil Ricci. Form 990, Part III, Line 2 Concordia of Monroeville purchased a 300 bed facility in Bridgeville, PA encompassing memory care, personal care and independent living. Form 990, Part VI, Section A, Line 1a There are 4 non-independent voting members that serve as a board member on other Concordia Lutheran ministries entities and are employed for services provided at related party organizations. All board members of Concordia of Monroeville 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. Listing of board members that are employee as follows: Brian Hortert is Chief Operating Officer of Concordia Care Network and facility-based affiliates, Hope Rouda is Executive Director of Concordia Care Network and facility-based affiliates, Phil Ricci is Executive Director of Rebecca Residence, Michael Falbo is Chief Financial Officer of Concordia Lutheran Ministries and affiliates. Form 990, Part VI, Section A, Line 6 Concordia Lutheran Ministries of Pittsburgh is the sole member. Form 990, Part VI, Section A, Line 7a Concordia Lutheran Ministries of Pittsburgh has the power to elect or appoint the governing board. Form 990, Part VI, Section A, Line 7b Concordia Lutheran Ministries of Pittsburgh (27-0209886) has limited reserve powers over the organization's board of directors' decisions and actions. Form 990, Part VI, Section B, Line 11b The Concordia Lutheran Ministries board of directors maintains reserve powers on the binding decisions made by the board of directors of this organization. Due to the reserve 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 Concordia of Monroeville annually requires its board members, officers and key employees to complete a conflicts of interest form. During board meetings, if an interested party has a conflict, he/she recuses themselves from voting. Form 990, Part VI, Section B, Line 15 The board reviews comparability analysis for compensation and approves annually. Form 990, Part VI, Section C, Line 19 An annual report that summarizes the financial operations of the organization and its affiliates (including Concordia of Monroeville) which is mailed to all of its constituents and is available to the public upon request. The Concordia of Monroeville governing documents, conflict of interest policies, and financial statements are available to the public upon request. CONCORDIA LUTHERAN MINISTRIES OF PITTSBURGH 1300 BOWER HILL ROAD PITTSBURGH PA 15243 270209886 TO PROVIDE SKILLED NURSING, PERSONAL CARE, INDEPENDENT LIVING AND REHABILITATION SERVICES. PA 501(C)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 CONCORDIA VISITING NURSES 613 NORTH PIKE RD CABOT PA 16023 421704067 TO PROVIDE HOME HEALTH CARE SERVICES PA 501(c)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 CONCORDIA LUTHERAN MINISTRIES FOUNDATION 134 MARWOOD RD CABOT PA 16023 205138266 RAISE AND RECEIVE FUNDS FOR THE FURTHERANCE OF THE MISSION AND PURPOSES OF AFFILIATED ORGANIZATIONS PA 501(c)(3) 12Type II CONCORDIA LUTHERAN MINISTRIES 20-5138278 0 CONCORDIA OF OHIO 970 SUMNER PARKWAY COPLEY OH 44321 611682165 TO PROVIDE CARE HEALTHCARE AND RETIREMENT SERVICES IN OHIO OH 501(c)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 CONCORDIA LUTHERAN HEALTH AND HUMAN CARE 134 MARWOOD ROD CABOT PA 16023 250969458 SKILLED NURSING, PERSONAL CARE, INDEPENDENT LIVING AND REHABILITATION SERVICES PA 501(c)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 CONCORDIA LUTHERAN MINISTRIES 134 MARWOOD RD 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 IN-HOME AND IN-PATIENT END OF LIFE CARE PA 501(c)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 CONCORDIA TELE-CAREGIVERS 613 NORTH PIKE RD CABOT PA 16023 251881783 TO PROVIDE FREE MONITORING SERVICES TO HOMEBOUND CLIENTS TO ENSURE THAT THEY ARE UP AND WELL PA 501(c)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 CONCORDIA VISITING NURSES OF OHIO 613 NORTH PIKE RD CABOT PA 16023 463845269 HOME HEALTH SERVICES PA 501(c)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 CEDARS HOME HEALTH CARE SERVICES 4363 NORTHERN PIKE MONROEVILLE PA 15146 251875508 HOME HEALTH SERVICES PA 501(c))3) 10 CONCORDIA TELE-CAREGIVERS 25-1881783 0 CONCORDIA CARE NETWORK CONCORDIA COMMUNITY SUPPORT SERVICES 613 NORTH PIKE RD SUITE B CABOT PA 16023 473508524 PROVIDE OVERSIGHT, MANAGEMENT AND STRATEGIC PLANNING PA 501(c)(3) 12 TYPE II CONCORDIA LUTHERAN MINISTIES 20-5138278 0 CONCORDIA PHYSICIAN PRACTICE 134 MARWOOD RD CABOT PA 16023 473951584 TO PROVIDE PRIMARY PHYSICIAN SERVICES PA 501(c)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 REBECCA RESIDENCE 3746 CEDAR RIDGE RD ALLISON PARK PA 15101 250974311 SKILLED NURSING, PERSONAL CARE AND REHABILITAION SERVICES PA 501(c)(3) 10 CONCORDIA HEALTH AND HUMAN CARE 25-0969458 0 CONCORDIA HOSPICE OF WASHINGTON 613 NORTH PIKE SUITE B CABOT PA 16023 812448411 HOME HEALTH SERVICES PA 501(c)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 CONCORDIA OF FLORIDA 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 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 47-3508524 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 20-5138278 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 47-3508524 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 47-3508524 0 BETHLEN HOME OF THE HUNGARIAN REFORMED FED OF AMERICA CONCORDIA AT BETHLEN 66 CAREY SCHOOL RD LIGONIER PA 15658 250981135 Provide skilled nursing, personal care, independent living, rehab, home health, & hospice services PR 501(C)(3) 10 CONCORDIA CARE NETWORK 47-3508524 0 PROVIDENCE PHARMACY SERVICES 615 NORTH PIKE RD CABOT PA 16023 223885810 INSTITUTIONAL PHARMACY PA CONCORDIA PROVIDENCE LLC Related 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 1 1 1 1 0 0 The return was automatically extended and another three-month extension was filed due to more time needed to prepare return.