2016-05-11T08:38:10-07:00 2015-06-30 990 2014-07-01 421704067 CONCORDIA VISITING NURSES CONC 7243526200 613 North Pike Road Cabot PA 160232215 Tammy Young CFO 7243526200 2016-05-11 2014 2016-08-17 19:52:53Z Martin J Trettel 613 North Pike Road Cabot PA 160232215 27138611 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. 11 7 525 13 0 0 1957 1890 22685639 26713114 40164 56549 716121 353325 23443881 27124878 0 0 0 0 16088178 18909003 0 0 0 5630928 7363634 21719106 26272637 1724775 852241 10134348 10809902 1824901 1648214 8309447 9161688 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 support the mission of Concordia Lutheran Ministries Foundation (a not for profit 501(c)(3) corporation) with donated funds of $3,000,000. The following are programs that are not reimbursed to the agency. The Tele-Health program provides support to individuals in their home, at a cost of $237,624. The Tele-CareGivers program is dedicated to improving the quality of life for many by making consistent daily phone contact, at a cost of $6,730. We also provide spiritual care for those in need at a non reimbursed cost of $25,593. 0 0 19132728 0 26713113 The organization is committed to providing the highest quality of care from nursing and therapy to specialized services such as IV therapy, wound care, palliative care, and psychiatric care, all from the comfort of the patient's home. Approximately 12,111 patients were served across eight counties in Western Pennsylvania with an average daily census of 1,340. A total of approximately 189,161 (including 1,283 non billable associated with spiritual care, nutrition, etc.) visits were completed by various disciplines. Our Community Educator and team of Transitional Nurse Liaisons serve the community by providing a variety of screenings, speaking topics on healthy living as well as disease and sickness prevention. Each month our Community Educator; Kim Morgan RN and our Transitional Nurse Liaisons; Rhonda Cocain, Mary Kay Heinle and Shelly Bastin plan, schedule, and attend several community gatherings to discuss our Concordia Visiting Nurses "Healthy Topic" of the month, health fairs, community speaker programs and blood pressure screenings. Over 6,600 people were served in various capacities. Our goal is to reach as many people as possible in the community to promote wellness and teach prevention. Ideally, we would like to prevent the deterioration of existing health conditions and identify and teach early intervention for exacerbation of diseases and careful management to prevent hospitalizations. In providing screenings, Health chats and "ask the nurses" programs, we are attempting to be proactive in the early diagnosis and treatment of chronic disease conditions. Any senior adult with questionable screening results or symptoms are always referred to their physician for further testing and treatment. Additionally, timely follow-up occurs with the senior who was referred to their physician as a result of questionable screening results and/or symptoms. We are receptive to and always looking for ways to enhance Concordia's exposure throughout the community. Additionally, as part of the prevention efforts for the deterioration of existing health conditions, Concordia Visiting Nurses provides TeleHealth monitoring free of charge to patients with chronic diseases like congestive heart failure. TeleHealth monitoring is a free service to the community. Concordia Visiting Nurses (CVN) serves residents in the Beaver, Butler, Lawrence and Allegheny Counties and our community benefits services are conducted at a variety of apartments, housing centers, senior centers, events at local malls, churches, civic centers, and other health care facilities. The following are the venues attended in the Baden, Cabot, New Castle and Monroeville Service areas on a monthly, quarterly or yearly basis for BP clinics/Health chats/Fairs etc. for 2014-2015: Southside Senior Center- 1st Wednesday of every month, Shippingport; Conway Towers-3rd Thursday each month, Baden, PA;PA Economy Senior Center-1st Thursday of every month Economy, PA; St Francis Gabini 50 plus Women- 1 Thursday of every month Aliquippa, PA; Senior Day at the Mall-2nd Wednesday of every month, Monaca, PA; Center Township Apartments-1st Wednesday of every month Monaca, PA; New Brighton Life Center Coffee Klatch, 3rd Monday each month, New Brighton, PA; Lutheran Village Seniors-1 day per month, Beaver Falls, PA; Monaca Senior Center- 1 Thursday per month, Monaca, PA; Volunteered on the 2013 Senior Olympic Panning Committee, attended 4 Planning Meetings, Aliquippa, PA and Senior Olympic Day 8/2015 at the BCCC Dome, Monaca, PA; Challenges Senior Center AAA New Castle; Neshannock Woods Apartments, New Castle; Concordia Havens I,II,III BP clinic/screening and Health Chats-1x month for 3 hrs; Concordia Adult Day care-1x month 1 hr and Concordia Lund; Saxonburg Commons BP clinics/Health Chats-Quarterly health chats; Winfield Senior center BP clinics/Health Chats-1st Monday/4th Tues-1 hrs. sessions; Butler Senior Center - q3rd Thursday 10:30 -11:30. B/P screening; Butler Senior Center - speaking engagement - November 10th - Nick Reiser Fall Prevention; Springdale Senior Center - quarterly B/P screening - 10:30 - 11:30; CHF Series at BMH - host as needed - 6x year; Alexis Manor BP Clinic (Monthly); Conway Towers Healthchat and BP Clinic (Monthly); Chicora Senior Center Healthchat and BP Clinic (Monthly); Slippery Rock Senior Center Healthchat (Monthly); Bruin Senior Center Healthchat (Was Monthly, facility now closed); Zelienople Senior Center Healthchat and BP clinic (Was monthly, facility now only allows VNA and own homecare agencies); Park Manor Healthchat; Mt. Chestnut Healthchat and BP clinic Sunbury Fields Fall prevention presentation and testing. Health Fairs attended in 2014-2015: Senator Vogel Health Fair, Representative Marshall Health Fair, Circle of Friends Health Fair, Slippery Rock Senior Center Health Fair, St. Pauls Healthfair, Tanglewood Senior Center Health Fair. Flu clinics conducted in 2014-2015: Octoberfest, Concordia Haven Apartments, Baglier Buick, Ron Gross. The following, but not limited to, have received direct financial support from Concordia Visiting Nurses: Shannock Valley Community Fesitval, Heritage Valley Beaver Foundation, Passion Fastpitch Softball, Armstrong County Health Care Consortium, Heritage Valley Beaver Auxiliary, Butler County Chamber of Commerce, Economy Volunteer Fire Department, Burrell Girls Basketball Boosters, People for Life, St. Margaret's Foundation, Indiana County Health Care Careers Consortium, Butler Health System Foundation, Lutheran Service Society, Clarion County Fair, Golden Hill Nursing and Rehabilitation. Additional indirect contributions have been through Concordia Lutheran Ministries Foundation on behalf of Concordia Visiting Nurses. The total donations given were $3,026,113. 0 0 0 19132728 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 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 42 0 1 525 1 0 0 0 0 0 0 X 11 7 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Tammy S Young 7243526200 613 North Pike Road Cabot PA 160232215 X Keith Frndak Board Chairman 5 45 X X 0 607253 81911 Martin Trettel President/CEO 40 5 X X 169851 0 38271 William Giallombardo CFO/Board Treasurer 41 4 X X 136296 0 20281 Karen McCreary COO 45 0 X X 31138 0 5597 Mary Ann Bornemann Board Member 1 2 X 0 0 0 Peter Fisher Board Member 1 3 X 0 0 0 Kay Frndak-Suder Board Member 1 2 X 0 111031 27591 James H Limbaugh Board Member 1 3 X 0 0 0 Russell Lucas Board Member 1 1 X 0 0 0 Natalie McKay Board Member 1 44 X 0 105200 6832 Ruth Redenbaugh Board Member 1 4 X 0 0 0 Hope Rouda Board Member 1 44 X 0 93123 6047 Christie Scott Board Member 1 2 X 0 0 0 Rev Dr Douglas Spittel Board Member 1 1 X 0 0 0 Paul Brand Former Board Member 0 45 X 0 239381 56027 Brian Hortert Former Board Member 0 45 X 0 192702 49400 Charlene Kish Former Board Member 0 45 X 0 181916 29951 Mike Kaufman Former Board Member 0 45 X 0 102502 24058 337285 1633108 345966 4 1 1 0 McKesson Technologies PO Box 98347 Chicago IL 606938347 Point of Care Software 584143 HealthCare Strategies 931 Spring Creek Road Suite 106 Chattanooga TN 37412 Coding Services 548682 Verizon Wireless PO Box 25505 Lehigh Valley PA 180025505 Wireless Voice and Data Network Services 278394 Specialized Staffing and Industry Recruiters 130 South Main Street Butler PA 16001 Administrative Staffing Services 164978 Mase Excavating 109 Kennedy Lane Butler PA 160023667 Excavating and Paving Services 101148 5 0 0 0 0 0 1890 0 1890 Home Health Care Services 621610 26713114 26713114 0 0 0 0 0 0 26713114 47068 47068 0 0 0 0 0 0 0 0 0 0 0 0 0 23214 0 13733 0 9481 9481 9481 0 0 0 Management Contracted Services 621610 350970 350970 0 0 Miscellaneous Income 621610 2355 2355 0 0 0 0 0 0 353325 27124878 27122988 0 0 480807 480807 15212707 11839125 3373582 594208 437650 156558 1428722 1029767 398955 1192559 892607 299952 70348 70348 31365 31365 1240018 322802 917216 143921 143921 652632 308338 344294 304593 196674 107919 11077 7177 3900 326176 326176 681358 628896 52462 41853 10636 31217 379633 75041 304592 69250 69250 Dues and Subscriptions 16296 0 16296 Bad Debt 169693 169693 0 Miscellaneous Donations 3001082 3001082 0 Medical Supplies 188216 188216 0 36123 25024 11099 26272637 19132728 7139909 0 3317499 3693206 5305800 5237730 285944 321343 3504496 2318790 862396 1185706 362709 371917 10134348 10809902 1813772 1555347 11129 15901 0 76966 1824901 1648214 X 8309447 9161688 0 0 0 0 8309447 9161688 10134348 10809902 852241 0 0 0 0 0 X 0 1 X 1 0 X 2093 7771 1280 1957 1890 14991 23948045 22700814 21341525 23431202 27107598 118529184 23950138 22708585 21342805 23433159 27109488 118544175 118544175 25562 27342 14590 10723 3554 81771 25562 27342 14590 10723 3554 81771 2355 2355 23975700 22735927 21357395 23443882 27115397 118628301 0.99929 0.99906 0.00069 0.00094 X Schedule A, Part III, Line 12 The Other Income received in the current year was miscellaneous income. 0 0 0 0 785219 430954 354265 0 0 0 0 0 2719277 1887836 831441 0 0 0 0 1185706 0 Due to Affiliates 76966 76966 X Schedule D, Part VI, Line 1b The cost basis of buildings and equipment has been reported in column (b). In prior years 990 filings, it was reported in column (a). Due to a change in leadership and their interpretation of the instructions for Schedule D, it was determined that the equipment held by Concordia Visiting Nurses belongs in column (b) as it is used by the organization in conducting its exempt activities and is not held for investment purposes. Schedule D, Part X, Line 2 The organization is a not-for-profit corporation and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been provided. The Organization adopted the standard 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 the adoption of the standard did not have a 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 consolidated statements of operations and changes in net assets as a result of the adoption. Generally, tax returns for years ended June 30, 2011, and thereafter remain subject to examination by federal and state tax authorities. 0 1 0 0 0 0 0 0 0 Keith Frndak Board Chairman 0 503872 0 50100 0 53281 0 63275 0 18636 0 689164 0 0 Paul Brand Former Board Member 0 228540 0 100 0 10741 0 37391 0 18636 0 295408 0 0 Brian Hortert Former Board Member 0 171276 0 5900 0 15526 0 29026 0 20374 0 242102 0 0 Charlene Kish Former Board Member 0 160929 0 5000 0 15987 0 23950 0 6001 0 211867 0 0 Martin Trettel President/CEO 147001 0 6200 0 16650 0 23915 0 14356 0 208122 0 0 0 William Giallombardo CFO/Board Treasurer 120885 0 1100 0 14311 0 20281 0 0 0 156577 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 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 Keith Frndak, Paul Brand, Martin Trettel, Brian Hortert, Charlene Kish, and William Giallombardo participate in a supplemental non qualified 457 plan. Julie Anne Stanley Family member of William Giallombardo 28232 Employment Compensation 0 Jayni Sue Kaufman Family member of Mike Kaufman 37313 Employment Compensation 0 Form 990, Part VI, Section A, Line 2 Kay Frndak-Suder is the daughter of Keith Frndak. Julie Stanley is the daughter of William Giallombardo. Jayni Kaufman is the wife of Mike Kaufman. Form 990, Part VI, Section A, Line 6 Concordia Lutheran Ministries is the sole member of Concordia Visiting Nurses. Form 990, Part VI, Section A, Line 7a Concordia Lutheran Ministries, as the sole member, assigns/appoints the Concordia Visiting Nurses board of directors. Form 990, Part VI, Section A, Line 7b Concordia Lutheran Ministries, as the sole member, has reserve powers over certain decisions, most especially board appointment, and buying and selling either new or existing reporting units of the operating segments within Concordia Visiting Nurses. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared and reviewed by the CFO for Concordia Visiting Nurses. The return is reviewed by the CEO and CFO for Concordia Lutheran Health & Human Care. 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 approval 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 and CFO were 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. A copy of the final 990 is made available to the public upon request. A copy of the final 990 is made available to all board members. 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, is for his/her service as an employee of that organization and not for his/her service as a board member. 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 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) orga PA 501(c)(3) 509(a)(3) Concordia Lutheran Ministries 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) 509(a)(2) Concordia Lutheran Ministries 0 Concordia Lutheran Ministries of Pittsburgh dba Concordia of the South Hill 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 Tele-CareGivers 613 North Pike Road Cabot PA 16023 251881783 voluntary support services to maintain individuals in their homes PA 501(c)(3) 509(a)(1) Concordia Visiting Nurses 0 Concordia of Ohio 970 Sumner Parkway Copley OH 44321 611682165 To provide healthcare and retirement services in Ohio. OH 501(c)(3) 509(a)(2) Concordia Lutheran Ministries 0 Rebecca Residence dba Concordia at Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 Provide skilled, personal care, and rehabilitative services. PA 501(c)(3) 509(a)(2) Concordia Lutheran Health and Human Care 0 Good Samaritan Hospice of Pittsburgh 3500 Brooktree Road Wexford PA 15090 251818793 Provide inpatient and community hospice patient care. PA 501(c)(3) 509(a)(2) Concordia Lutheran Health and Human Care 0 Concordia Visiting Nurses of Ohio 613 North Pike Road Cabot PA 16023 463845269 Home Health Services OH 501(c)(3) 509(a)(2) Concordia Visiting Nurses 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 Cedars Home Health Care Services 4363 Northern Pike Monroeville PA 15146 251875508 Home Health Services PA 501(c)(3) 509(a)(2) Concordia Visiting Nurses 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 Physician Practice 134 Marwood Road Cabot PA 16023 473951584 To provide primary physician services PA 501(c)(3) PENDING PENDING Concordia Lutheran Ministries Parent 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 Concordia Medical Equipment 615 Pike Road Cabot PA 16023 204386767 rental/sales of medical equipment and supplies PA Concordia Lutheran Ministries C 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 Additional time was needed to gather information necessary to complete an accurate return. Extension was approved by the Department of the Treasury per correspondence received on February 15th, 2016.