2020-05-15T16:35:10-07:00 2019-06-30 990 2018-07-01 371869372 Concordia of Florida Inc CONC 8136322428 4100 East Fletcher Avenue Tampa FL 33613 Michael Falbo CFO 7243521571 2020-05-15 24.101.31.146 2018 2021-01-29 14:40:06Z X Concordia Village of Tampa Keith Frndak 134 Marwood Road Cabot PA 16023 37327187 0 X www.concordialm.org X 2017 FL The organization strives to serve our aging community with a continuum of high quality care-giving options, provided in a Christian environment, and to serve those with limited funds to the best of our ability. 8 1 389 195 0 0 7000050 11975 4569301 27583684 149537 291860 57878 372169 11776766 28259688 0 0 0 0 3014458 17360640 0 0 0 1631640 11880443 4646098 29241083 7130668 -981395 30302285 31118804 22375452 23935698 7926833 7183106 Concordia Village of Tampa strives to serve our aging community with a continuum of high quality care-giving options, provided in a Christian environment, and to serve those with limited funds to the best of our ability. We provide high-quality independent living, personal care, and skilled nursing services to those individuals entrusted to our care. 0 0 15873283 15827086 In May of 2018, Concordia Lutheran Ministries purchased the facility. This beautiful facility is a continuing care retirement community located in the heart of Temple Terrace in the Tampa Bay Area serving the local aging population. Included in the community is a short term rehabilitation center of 163 beds-skilled nursing units. The focus is on healing and using our care team to assist our residents to get better. We are Medicare certified. We participate in many insurance plans including Aetna, Cigna, Coventry, Humana, Blue Cross Blue Shield, Care Plus, Well Care, Freedom, Optimum and United Health Care. The list of participating plans continues to grow each year. Our patients enjoy spacious physical therapy gyms, fully-equipped kitchen for occupational therapy simulation, updated accommodations and bathrooms, wireless internet access, three chef-inspired meals daily, including the preparation of special diets, open and spacious patient living rooms, private dining rooms for family use, planned social functions and wellness programs, bible studies and chapel services and so much more. During 2019, Concordia supported local charitable foundations and also assisted employees with financial support for food and supplies during challenging times and hosted pharmaceutical programs where students had the opportunity to learn and review medications uses and applications. 5014884 0 5044926 Our Assisted Living at Concordia of Florida consist of 144 beds. Our warm and expert staff simplify the admission process and helps make the residents and family experience as easy as possible. Residents receive professional assistance with activity of daily living, such as bathing and personal hygiene, mobility assistance, wound care, medication administration, medical appointment scheduling and transportation, three daily meals, fun and engaging activities, barber/beauty shop, libraries, housekeeping, laundry services, chapel services and bible studies to name a few. We also offer memory care assistance with additional security options. We also serve the community by subsidizing significant costs during the year. We offer aging in place through our level of care aging-in-place program. With this program, our residents receive additional dedicated care from the comfort of their own place. The reinvigorated benevolent care program provided over $18,000 and continues to benefit many of our assisted living residents. Our improvements expands to $207,000 in renovation costs. Residents have enjoyed nearby school choirs that have come to visit the facility, Octoberfest festivities, Christmas and holidays celebrations and enjoyed many shows put on by the staff, including the joy of receiving beads for Mardi Gras and the musical talents of the staff. 4755520 6711672 At Concordia of Florida, dba Concordia Village of Tampa, it is our goal to help our residents live as worry-free as possible within our Independent Living facility. Our amenities include: heated and screened swimming pool and Jacuzzi, movie theater, billiards room, satellite TV, beauty salon, creative arts program, fitness center with organized classes, delicious, chef inspired meals, formal and casual dining rooms, full catering services, gift shops, shuffleboard court, woodworking shop, bocce ball court, nine hole putting green, worship services, bible studies, wellness clinic, laundry services, libraries, computer center, 24 hour security, routine maintenance, concierge services, transportation for local shopping and limited medical appointments, and emergency nursing response support. Throughout 2019, Concordia has continued the process of renovating and reinvigorating the premise and invested over $5MM on this endeavor. We educate the community regarding senior living services as well as current elder population programs like brown bag lunch for the homeless, assembled by the staff, senior's driving program through AARP, offering mobile DMV to facilitate driver's license or identifications needs and a partnership with University of South Florida for educational programs. 0 0 0 25643687 1 0 0 0 0 0 0 0 0 1 1 0 0 0 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 0 0 0 1 129 0 1 389 1 0 0 0 0 0 0 X 8 1 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 FL X X Ailyn Millares 8136322428 4100 East Fletcher Avenue Tampa FL 33613 X X Keith Frndak- See Sched O Chief Executive Officer/President & Chairman of Board 5 45 X X 0 636523 73168 Brian Hortert - See Sched O Chief Operating Officer 1 44 X X 0 329390 55728 Kimberly Young - See Sched O Chief Financial Officer 1 44 X X 0 272311 30636 Michael Falbo - See Sched O Board Member 1 44 X 0 114573 18069 Hope Rouda - See Sched O Board Member 1 44 X 0 113972 16738 Natalie Mckay -See Sched O Board Member 1 44 X 0 123606 17570 Martin Trettel - See Sched O Board Member 1 44 X 0 229787 41614 Patsy Bowser Board Member 1 44 X 0 80645 4387 Holly Vareha Board Member 1 44 X 0 69996 3675 Kimbery Guy - See Sched O Board Member 1 0 X 0 0 0 0 1970803 261585 0 0 1 0 0 0 0 0 0 0 11975 0 11975 Resident Care Revenue 623000 28075089 28075089 0 0 Benevolent Care Revenue 623000 -491405 -491405 0 0 0 0 0 0 27583684 232250 232250 0 0 0 0 0 0 0 0 0 0 54689 0 0 0 54689 0 54689 54689 0 0 9127109 0 9067499 0 59610 0 59610 59610 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 317480 317480 0 0 317480 28259688 28247713 0 0 0 0 0 0 0 0 0 0 96523 0 96523 0 0 0 0 0 13226993 11647403 1579590 0 498844 434680 64164 0 2437243 2141526 295717 0 1101037 967739 133298 0 0 0 0 0 113126 6123 107003 0 59862 0 59862 0 0 0 0 0 0 0 5088 0 5088 0 1648307 1124807 523500 0 191165 0 191165 0 130637 47642 82995 0 18062 3595 14467 0 0 0 0 0 1310505 1310505 0 0 176004 58133 117871 0 0 0 0 0 73610 54084 19526 0 355812 355812 0 0 0 0 0 0 770999 770999 0 0 938679 937510 1169 0 Food Service Costs 1454748 1438259 16489 0 EMR, Pharmacy, & Medical Supplies 1487212 1464066 23146 0 Maintenance Costs 366717 366717 0 0 Addition To Allowance Account 1990885 1990885 0 0 789025 523202 265823 0 29241083 25643687 3597396 0 1718552 2602449 0 0 0 0 2759160 5068584 0 0 0 0 0 0 11926 10163 1021860 566257 14280559 849765 10577438 13430794 14115021 9343892 0 0 0 0 0 0 98328 96665 30302285 31118804 3278873 2559806 0 0 458333 403383 0 0 0 0 0 0 0 0 0 0 18638246 20972509 22375452 23935698 X 6914302 6131801 1012531 1051305 0 0 7926833 7183106 30302285 31118804 -981395 237668 0 0 0 0 X 0 1 X 1 0 X 0 0 0 7000050 11975 7012025 0 0 0 5313855 27881171 33195026 0 0 0 132 0 132 0 0 0 0 0 0 0 0 0 0 0 0 0 12314037 27893146 40207183 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 40207183 17310 529524 546834 0 0 0 17310 529524 546834 8810 54942 63752 0 0 0 12340157 28477612 40817769 0.98504 0.9996 0.01340 0.0014 X Schedule A, Part III, Line 12 Other income relates to recycling revenue and cell tower and cell tower income for license to use the property. 0 0 0 0 1051306 0 -1051306 0 0 0 0 1012531 0 -1012531 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 4700000 4700000 0 4312551 296607 4015944 0 0 0 0 0 4784262 534770 4249492 0 483746 18388 465358 13430794 0 Due to Affiliates 16697706 Resident Funds 3793670 Security Deposit 481133 20972509 X Schedule D, Part V, Line 4 Temporarily restricted for the use of facility or program. 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 and is exempt from federal income taxes on its income under Section 501(a) of the Internal Revenue Code. Accordingly, no provision for income taxes has been provided. The Organization follows the guidance for accounting for uncertainty in income taxes recognized in an organization's consolidated financial statements that prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods and disclosure. Management has determined that this guidance had no material effect on the consolidated financial statements. The organization's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in operating expenses. There were no interest or penalties recognized on the statements of operations as a result of the guidance. 0 1 0 0 0 0 0 0 0 Keith Frndak- See Sched O Chief Executive Officer/President & Chairman of Board 0 544473 0 92050 0 0 0 68875 0 4293 0 709691 0 73168 Brian Hortert - See Sched O Chief Operating Officer 0 278336 0 31250 0 19804 0 41475 0 14253 0 385118 0 55728 Kimberly Young - See Sched O Chief Financial Officer 0 225113 0 28900 0 18299 0 17723 0 12913 0 302948 0 30636 Martin Trettel - See Sched O Board Member CVN President 0 201434 0 10150 0 18203 0 34794 0 6820 0 271401 0 41614 Schedule J, Part I, Line 4 Certain individuals received contributions associated with a supplemental non qualified 457 deferred compensation plan. Form 990, Part I, Line 1 Concordia of Florida begun its operations in May 2018. Form 990, Part VI, Section A, Line 6 Concordia Lutheran Ministries is the sole member. Form 990, Part VI, Section A, Line 7a The board of directors of Concordia Lutheran Ministries has the ability to elect members of the board of directors for this organization. Form 990, Part VI, Section A, Line 7b Concordia Lutheran Ministries is the sole member of the organization. The board of directors of Concordia Lutheran Ministries holds reserve power over the decisions of the board of directors of this organization. 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 reserve power maintained by the board. It has been decided to present. 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 Form 990 prior to submission as well. Form 990, Part VI, Section B, Line 12c Concordia of Florida, annually requires its board members, officers, and key employees to complete a conflict 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 The organization makes its Form 990, governing documents, conflict of interest and financial information available to the public upon request. Form 990, Part VII, Section A, Line 1a The following board members serve on a purely volunteer basis. Any compensation received are for services in a managerial capacity for the organization and not for services as a board member. Keith Frndak is the CEO, President and Chairman of the Board & Chief Executive Officer; - Brian Hortert is the Chief Operating Officer;- Kimberly Young, is the Chief Financial Officer'- Michael Falbo is the Director of Finance ; - Hope Rouda is the Executive Director of CLM; - Natalie McKay is the Skilled Nursing Administrator CLHHC; - Martin Trettel is the president for Concordia Visiting Nurses; - Patsy Bowser is the Corporate Accounts Receivable Manager; - Holly Vareha is the Accounting Manager for COM. 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) 509(a)(2) Concordia Lutheran Ministries 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) 509(a)(3) 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) 509(a)(2) Concordia Lutheran Health and Human Care 0 Concorcia Visiting Nurses of Ohio 613 North Pike Road Cabot PA 16023 463845269 Home Health Services OH 501(c)(3) 509(a)(2) Concordia Community Support Services 0 Concordia Lutheran Ministries 134 Marwood Road Cabot PA 16023 205138278 Manage, oversee, and carry out the purpose of the affiliated 501(c)(3) organizations PA 501(c)(3) 509(a)(3) N/A 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) 509(a)(2) Concordia Lutheran Ministries of Pittsburgh 0 Good Samaritan Hospice of Pittsburgh 116 Browns Hill Road Suite 100 Valencia PA 16059 151818793 Provide inpatient and community hospice patient care PA 501(c)(3) 509(a)(2) Concordia Lutheran Health and Human Care 0 Cedars Home Health Care Services 4363 Northern Pike Monroeville PA 15146 251875508 Home Health Services PA 501(c)(3) 509(a)(2) Concordia Tele CareGivers 0 Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 473508524 Provide oversight, management and strategic planning PA 501(c)(3) 509(a)(3) 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) 509(a)(2) Concordia Lutheran Ministries 0 Concordia Visiting Nurse 613 North Pike Road Cabot PA 16023 421704067 Provide home health care services PA 501(c)(3) 509(a)(2) Concordia Community Support Services 0 Concordia Physician Practice 134 Marwood Road Cabot PA 16023 473951584 To provide primary physician services PA 501(c)(3) 509(a)(2) Concordia Lutheran Ministries 0 Concordia Tele-Caregivers 613 North Pike Road Suite A Cabot PA 16023 251881783 Provide private duty non-medical services PA 501(c)(3) 509(a)(1) Concordia Community Support Services 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) 509(a)(2) Concordia Community Support Services 0 Conordia of Ohio 970 Sumner Parkway Copley OH 44321 611682165 Provide skilled nursing, personal care, independent living, and rehabilitative services OH 501(c)(3) 509(a)(2) Concordia Lutheran Ministries 0 Concordia Medical Equipment 615 North Pike Road Cabot PA 16023 204386767 Rental/sales of medical equipment PA 501(c)(3) 509(a)(2) Concordia Lutheran 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 Concordia Medical Equipment 615 North Pike Road Cabot PA 16023 204386767 Rental/sales of medical equipment and supplies PA Concordia Lutheran Ministries C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 Filed IRS Form 8868 for the automatic six month extension. Additional time was necessary to gather information and complete the Form 990 accurately.