2026-05-07T12:57:26-07:00 2025-06-30 990 2024-07-01 237042932 VISITING NURSE ASSOCIATION OF INDIANA COUNTY VISI 7244636340 850 Hospital Road Suite 3000 Indiana PA 15701 Tammy Young CFO 7243526200 2026-05-07 1 2024 2025-03-06 01:10:19Z Concordia-IRMC VNA Misty Ingram 613 N Pike Road Suite B Cabot PA 16023 8509793 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 92 18 0 0 71031 149922 7892134 8300145 49033 59216 925 0 8013123 8509283 356 300 0 0 4519017 4567560 0 0 14063 2751644 2706724 7271017 7274584 742106 1234699 3851461 3923959 1243499 1065502 2607962 2858457 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 06/30/2025, a total of $5,402 in services was rendered as benevolent care. 0 0 3880220 216 6196827 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, 2025 a total of 2,013 unduplicated patients were served by Concordia-IRMC VNA home health staff. There were 45,206 visits made to the patients in our home health program during fiscal year ending June 30, 2025. 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 $27,000 annually. Tele-Health has been utilized over the past year to provide additional monitoring of patient vital sign trending, monitoring and tracking 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 $6,699 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, 2025 equated to $550. This includes a sponsorship to the Indiana Area School District: $250 for Back to School Missions Drive and a donation to the Armstrong School District: $300 for the National Honor Society and Key Club Veterans Breakfast. Additional funding via distributions to 501(c)(3) member hospital systems at a total of $1,000,000 have expanded the 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. Back-to-School Collection Drive to support student care closet needs within the local Indiana Area School District: July-August 2024. Salvation Army Indiana County Angel Tree Collection-employees purchased gifts for 10 children to support local families in need of Christmas gifts: Nov-Dec 2024. These donations, sponsorships and mission events are some of the ways we serve God by providing for the needs of His people. 1462901 84 2139505 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 9,214 visits. In addition, hospice volunteers provided 630 recorded hours of service - with a dollar value of $17,152 - to program recipients, including support to the family of the hospice patient. 46073 0 23029 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 15th annual Concordia-IRMC VNA Butterfly Release was held in person and as well as a modified drive through style format on August 4, 2024 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. 475 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, 2024 to June 30, 2025, Hopeful Hearts served a collective of 5 families encompassing 9 children and 6 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 5389194 1 1 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 21 0 1 92 1 0 0 0 0 0 0 0 0 X 9 4 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 1 44 X X 0 363657 28512 Tammy Young - see Schedule O Board Member/Secretary/Treasurer 1 44 X X 0 258832 15421 Misty Ingram - see Schedule O Board Member/President 1 44 X X 0 167705 23844 Mena Louies - see Schedule O Board Member until Dec 2024 1 44 X 0 127195 17243 Elizabeth Coe - see Schedule O Board Member 1 44 X 0 123488 16319 Nancy Frieze Physical Therapist 40 0 X 130450 0 7554 Karen McCreary - see Schedule O Board Member as of Jan 2025 1 44 X 0 124220 8322 William Bellas Executive Director 45.00 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 Dawn Funk Board Member 1 0 X 0 0 0 Michael Ickowski Board Member 1 0 X 0 0 0 130450 1281193 124770 1 0 1 0 Concordia Care Network dba Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 Consulting Services 300311 1 8669 0 0 1215 0 140038 0 149922 Home Care Patient Service Revenue 621610 6156610 6156610 0 0 Hospice Patient Service Revenue 621610 2125908 2125908 0 0 Bereavement Care 561000 23029 23029 0 0 Benevolent Care 621610 -5402 -5402 0 0 0 0 0 0 8300145 59726 59726 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 510 0 -510 -510 -510 0 0 0 0 8509283 8359361 0 0 300 300 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3562150 3139620 413733 8797 123974 107857 15720 397 581508 519380 61645 483 299928 262464 36746 718 292855 0 292855 0 5247 0 5247 0 228319 0 228319 0 0 0 0 0 0 0 0 0 0 677587 182748 494839 0 21131 3841 17290 0 193526 54321 139205 0 149840 97612 52099 129 0 0 0 0 140690 124004 16334 352 265042 263463 1579 0 0 0 0 0 4392 2565 1827 0 0 0 0 0 0 0 0 0 48799 43011 5666 122 48062 42362 5580 120 Pharmacy & Medical Supplies 480653 480653 0 0 Other Supplies 57244 6472 47827 2945 Equipment Rental 27001 27001 0 0 Recruitment 18577 14778 3799 0 47759 16742 31017 0 7274584 5389194 1871327 14063 515299 237463 1425574 1138357 1133551 65524 60629 400259 274863 110124 125396 55743 85358 400000 400000 1566414 455988 3851461 3923959 488351 449558 137511 150796 617637 465148 1243499 1065502 X 2553462 2815851 54500 42606 2607962 2858457 3851461 3923959 X 1234699 15796 0 0 0 -1000000 X 0 1 X 1 0 X 207084 680180 117102 71031 149922 1225319 7502198 8552034 7248554 7892134 8277116 39472036 7709282 9232214 7365656 7963165 8427038 40697355 40697355 39047 1959 4782 52083 59726 157597 39047 1959 4782 52083 59726 157597 1173505 0 20103 925 0 1194533 8921834 9234173 7390541 8016173 8486764 42049485 0.96784 0.96787 0.00375 0.00295 X Schedule A, Part III, Line 1 Column (b) 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 397264 274863 122401 0 2995 0 2995 125396 Due from Affiliates 13577 Assets Whose Use is Limited 139831 Right of Use Assets 302580 455988 Current Liability - Lease Liabilty 149401 Due to Affiliates 162568 Long Term Liability - Lease Liability 153179 465148 X 8525078 15795 0 0 0 15795 8509283 0 0 0 8509283 7274584 0 0 0 0 0 7274584 0 0 0 7274584 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. X X 0 1 0 0 0 0 0 0 0 Martin Trettel - see Schedule O Board Chair 0 300658 0 32650 0 30349 0 20652 0 7860 0 392169 0 0 Tammy Young - see Schedule O Board Member/Secretary/Treasurer 0 229813 0 11750 0 17269 0 15128 0 293 0 274253 0 0 Misty Ingram - see Schedule O Board Member/President 0 163055 0 4650 0 0 0 11452 0 12392 0 191549 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 2024 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 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 Board members must complete a conflict of 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) 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; Karen McCreary, Chief Nursing and Innovation Officer, Concordia Visiting Nurses. Form 990, Part XI, Line 9 Net value of distributions to partners during current fiscal year ($1,000,000). 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 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 09/15/2025.