CONCORDIA LUTHERAN MINISTRIESFOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CONCORDIA LUTHERAN MINISTRIESFOUNDATION (EIN 20-5138266)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201301359349301670
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T09:38:31-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205138266 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Concordia Lutheran Ministries Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONC | NameControl |
| Phone | 7243521571 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Marwood Road | AddressLine1 |
| City | Cabot | City |
| State | PA | State |
| ZIP Code | 160232299 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul Brand | Name |
| Title | CFO | Title |
| Phone | 7243521571 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Keith Frndak CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Marwood Road | AddressLine1 |
| City | Cabot | City |
| State | PA | State |
| ZIP Code | 16023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31566130 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.concordialm.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Concordia Lutheran Ministries Foundation's primary exempt purpose is to raise and receive funds in furtherance of the mission and purposes of affiliate 501(c)(3) organizations and to provide support for community 501(c)(3) organizations through Angel Tear Ministries. See Part III Line 1 for further explanation. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 78 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9179316 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13520935 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 437830 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1770657 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1867985 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8889 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3333 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10958862 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15830083 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 588610 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 708313 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 57251 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 829835 | OtherExpensePriorYear |
| Other Expenses Current Year | 1334258 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1418445 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2042571 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9540417 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13787512 | RevenuesLessExpensesCY |
| Total Assets BOY | 62414508 | TotalAssetsBOY |
| Total Assets EOY | 70246433 | TotalAssetsEOY |
| Total Liabilities BOY | 6098232 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5997045 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56316276 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64249388 | NetAssetsOrFundBalancesEOY |
| Mission Description | Mission Statement: 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. Corporate Promise: Concordia Lutheran Ministries Foundation's primary exempt purpose is to support the mission statement by managing the raising, receiving, and expending of funds in furtherance of the corporate promises of Concordia Lutheran Health and Human Care (EIN 25-0969458), Concordia Visiting Nurses (EIN 42-1704067), Concordia Lutheran Ministries of Pittsburgh (EIN 27-0209886), Rebecca Residence dba Concordia at Rebecca Residence (EIN 25-0974311), Concordia Tele-Caregivers (EIN 25-1881783), Concordia of Ohio (EIN 61-1682165) and Good Samaritan Hospice of Pittsburgh (EIN 25-1818793), each of which is a registered 501(c)(3) organization, and to provide support for community 501(c)(3) organizations through Angel Tear Ministries. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 718182 | Expense |
| Grants | 703838 | Grants |
| Revenue | 1343 | Revenue |
| Description | These expenses are donations and grants given through our Angel Tear program. The Angel Tear Ministries Fund was established for the purpose of helping church wide 501(c)(3) organizations to better serve both domestic and foreign communities through programs that provide basic needs for the underserved and underprivileged with a strong focus on children and evangelizing. These expenses also include travel costs related to the oversight of such programs. Donations of $1,343 were received to the Angel Tear Ministries Fund. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 674326 | Expense |
| Revenue | 174326 | Revenue |
| Description | These expenses are donations to our affiliate organizations in support of the mission and purpose of the organization by increasing the quality of care and quality of life in a Christian environment for all those we serve. Donations of $174,326 were received by Concordia Lutheran Ministries Foundation on behalf of our affiliated organizations. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 125968 | Expense |
| Grants | 0 | Grants |
| Revenue | 262161 | Revenue |
| Description | These expenses are the support offered to Concordia Lutheran Health and Human Care (EIN 25-0969458) from the Good Samaritan Endowment Fund, the organization's charitable care fund, to help cover the cost of benevolent care for residents with financial needs. $262,161 in donations were received and restricted to the Good Samaritan Endowment Fund. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1518476 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Paul Brand | NamePerson |
| Telephone Number | 7243521571 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Marwood Road | AddressLine1 |
| City | Cabot | City |
| State | PA | State |
| ZIP Code | 16023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| David Alsing | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| Rande Casaday | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| Michael Falbo | ||||||
| Board Member Related Organization-45 hours | 1 | X | 0 | 61865 | 9608 | |
| Michael Fiffik | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| Peter Fisher | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| William Giallombardo | ||||||
| Board Member Related Organizations-45 hours | 1 | X | 0 | 103978 | 16940 | |
| William Hallock | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| Jamison Hardy | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| Steve Johnson | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| James Limbaugh | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| Sandy Marcovecchio | ||||||
| Board Member | 1 | X | 0 | 0 | 0 | |
| Kim Young | ||||||
| Board Member Related Organizations-45 hours | 1 | X | 0 | 106505 | 23412 | |
| Keith Frndak | ||||||
| President/Chairman Related Organizations-50 hours | 1 | X | 0 | 417899 | 81500 | X |
| Paul Brand | ||||||
| Treasurer/Secretary Related Organizations-45 hours | 1 | X | 0 | 181877 | 47906 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 872124 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 179366 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 15880 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 89155 | FundraisingEvents |
| Related Organizations | 13285709 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 130191 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 13520935 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Endowment Fund Donations | 561000 | 262161 | 262161 | 0 | $0 |
| General Donations | 561000 | 174326 | 174326 | 0 | $0 |
| Angel Tear Donations | 561000 | 1343 | 1343 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 437830 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1655185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,655,185 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15917447 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15704647 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 212800 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212800 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $212,800 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 34733 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 89155 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 31400 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3333 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,333 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15830083 | TotalRevenueColumn |
| Related Or Exempt Function Income | 437830 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,871,318 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 708313 | Total |
| Program Services | 708313 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1184 | Total |
| Management And General | 1184 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237465 | Total |
| Management And General | 237465 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13039 | Total |
| Fundraising | 13039 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5935 | Total |
| Fundraising | 5935 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19703 | Total |
| Fundraising | 19703 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235 | Total |
| Management And General | 235 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12094 | Total |
| Program Services | 9869 | ProgramServices |
| Fundraising | 2225 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436 | Total |
| Fundraising | 436 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69898 | Total |
| Management And General | 69898 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7682 | Total |
| Management And General | 7682 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7288 | Total |
| Management And General | 7288 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Affiliate Donations | 800294 | 800294 | 0 | 0 |
| Admin Allocation | 139680 | 0 | 139680 | 0 |
| Donor Appreciation Luncheon | 9948 | 0 | 0 | 9948 |
| Indirect Fundraising Expenses | 5965 | 0 | 0 | 5965 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3412 | Total |
| Management And General | 3412 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2042571 | Total |
| Program Services | 1518476 | ProgramServices |
| Management And General | 466844 | ManagementAndGeneral |
| Fundraising | 57251 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395882 | BOY |
| EOY | 178715 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11583 | BOY |
| EOY | 50044 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5402309 | BOY |
| EOY | 5269590 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138748 | BOY |
| EOY | 169813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 88437 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4642 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86745 | BOY |
| EOY | 83795 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56379241 | BOY |
| EOY | 64494476 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62414508 | BOY |
| EOY | 70246433 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622272 | BOY |
| EOY | 592222 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78350 | BOY |
| EOY | 85322 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 53641 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5397610 | BOY |
| EOY | 5265860 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6098232 | BOY |
| EOY | 5997045 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52238899 | BOY |
| EOY | 60052584 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4077377 | BOY |
| EOY | 4196804 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56316276 | BOY |
| EOY | 64249388 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62414508 | BOY |
| EOY | 70246433 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13787512 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5854400 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (5 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount | Business Name Line2Name/BusinessNameLine2 |
|---|---|---|---|---|---|---|
| Concordia Lutheran Ministries of Pittsburgh | ||||||
| 270209886 | 9 | 1 | 1 | 1 | $542,180 | |
| Concordia Lutheran Health and Human Care | ||||||
| 250969458 | 9 | 1 | 1 | 1 | $217,525 | |
| Good Samaritan Hospice | ||||||
| 251818793 | 9 | 1 | 1 | 1 | $31,358 | |
| Concordia Visiting Nurses | ||||||
| 421704067 | 9 | 1 | 1 | 1 | $6,356 | |
| Rebecca Residence | ||||||
| 250974311 | 9 | 1 | 1 | 1 | $2,875 | dba Concordia at Rebecca Residence |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 5 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 800294 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 78500 | OtherCostOrOtherBasis |
| Book Value | 78500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9937 | OtherCostOrOtherBasis |
| Depreciation | 4642 | Depreciation |
| Book Value | 5295 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 83795 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchD_P10_S00_L02 | Identifier |
| Return Reference | Schedule D, Part X, Line 2 | ReturnReference |
| Explanation | 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 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. The Organization's federal Forms 990, Return of Organization Exempt from Income Tax, for the years ended June 30, 2009, and thereafter remain subject to examination by the Internal Revenue Service and various state agencies. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 102495 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 74800 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 27695 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 14650 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10805 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 0 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Fashion Show | NameOfEvent2 |
| Gross Receipts Event2 | 21393 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 14355 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7038 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5945 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 0 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 123888 | GrossReceiptsTotal |
| Charitable Contributions Total | 89155 | CharitableContributionsTotal |
| Gross Revenue Total Events | 34733 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 14650 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 16750 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 0 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31400 | DirectExpenseSummaryEvents |
| Net Income Summary | 3333 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Lutheran Church Missouri Synod | ||||||||||
| 1333 South Kirkwood Road | St Louis | MO | 63122 | 430658188 | 501(c)(3) | 300966 | 0 | Cost | N/A | $102,689-In support of the 1001 Orphans project in Kenya providing food, educational, medical, and spiritual assistance to orphans. $105,415-In support of the expansion of the 1001 Orphans project in Kenya. $37,500-In support of the scholarship program at the Themba School in South Africa. $20,000-In support of Tornado Disaster Relief from the damage incurred in Indiana, Illinois and Texas in the Spring of 2012. $16,102-In support of providing a mobile medical clinic that travels to different villages and towns in Kyrgyzstan with the greatest need of quality medical care. $15,000-In support of providing start up funds for the new missionary in Siberia which will allow the missionaries to arrive on the field more quickly to start to minister to the people in Siberia. $4,260-To provide support for the purpose of providing pastoral education at the seminary for two pastors from the Evangelical Lutheran Church of Kenya. |
| Pittsburgh Area Lutheran Schools | ||||||||||
| 1261 Pennsylvania Avenue | Oakmont | PA | 15139 | 251716013 | 501(c)(3) | 85000 | 0 | Cost | N/A | To improve Lutheran day schools and preschools in Pittsburgh, PA through projects including scholarships, admission directors, director of development, preschool grants, specialty teachers, advertising, staff development, and service projects. |
| Pittsburgh Area Lutheran Ministries | ||||||||||
| 531 North Neville Street | Pittsburgh | PA | 15213 | 651234532 | 501(c)(3) | 73000 | 0 | Cost | N/A | To support mission work in the greater Pittsburgh area to better reach the lost through mission grants, scholarships, nursing home chaplaincy, reformation celebration, supplies, and Concordia Plan Services benefits for an affiliated clergy member. |
| Redeemer Lutheran School | ||||||||||
| 700 Idaho Ave | Verona | PA | 15147 | 251126799 | 501(c)(3) | 30000 | 0 | Cost | N/A | To support the Lutheran Christian Day School - Redeemer Lutheran School by expanding it's current Pre-Kindergarten through 8th Grade program to a Pre-Kindergarten through 12th Grade program to better serve students by providing a Lutheran High School in Pittsburgh, PA. This is year one of a three year grant. |
| St Luke Lutheran Church | ||||||||||
| 330 Hannahstown Road | Cabot | PA | 16023 | 430658188 | 501(c)(3) | 25000 | 0 | Cost | N/A | In support of the Lutheran Inner City Network-Pittsburgh program which is an inner city ministry planting new churches and developing new programs that will provide medical, educational, and spiritual assistance. |
| First Trinity Church Campus Ministry | ||||||||||
| 535 North Neville Street | Pittsburgh | PA | 15213 | 251041254 | 501(c)(3) | 23150 | 0 | Cost | N/A | In support of the Christian Campus Ministry in the downtown Pittsburgh area by providing a matching grant to expand the outreach program of proclaiming the gospel to the students in the colleges in Pittsburgh, PA. |
| The English Distrct-LCMS | ||||||||||
| 33100 Freedom Road | Farmington | MI | 48336 | 381675740 | 501(c)(3) | 20000 | 0 | Cost | N/A | To expand Lutheran Christian outreach to children and their parents through multiple house churches supported by the Crossroads and Manantial de Vida Eterna Lutheran Mission church plants of First Lutheran Church of El Cajo, California. |
| Philadelphia Lutheran Ministries | ||||||||||
| PO Box 297 | Broomall | PA | 19008 | 232959256 | 501(c)(3) | 18573 | 0 | Cost | N/A | $13,573-To support the mercy-work in the Northeast region of Philadelphia by providing meals and hygiene kits to the homeless and to provide quality childcare to the financially challenged residents. $5,000-To support the process of calling a missionary and guaranteeing him start-up funds for the sake of mercy-work development in the Northeast region of Philadelphia. |
| White Fields Foundation | ||||||||||
| 8225 Peebles Road | Pittsburgh | PA | 15237 | 204007748 | 501(c)(3) | 17500 | 0 | Cost | N/A | To support the direct expenses for the Homewood Mentoring, Sports, Outreach and Discipleship Programs. There are three areas of focus: Little League Baseball, Winter Basketball Mentoring Program and White Fields Men's Project which includes White Fields/YMCA Collaboration for Men in Recovery. This project utilizes the existing YMCA residential housing facility for the purpose of developing a faith-based therapeutic community for men recovering from drug and alcohol dependency. |
| Christ Lutheran Church | ||||||||||
| 3901 E Indian School Road | Phoenix | AZ | 85018 | 860134466 | 501(c)(3) | 15000 | 0 | Cost | N/A | To support the efforts of the caregivers in Shongweni, South Africa to become more self sufficient through a sewing education program and purchase of sewing machines as well as through the construction and equipping of offices for the missionaries and purchasing additional equipment for the creche that was built in 2010/2011. |
| LAMP Ministry Inc | ||||||||||
| Box 480167 | New Haven | MI | 48048 | 432009311 | 501(c)(3) | 15000 | 0 | Cost | N/A | In support of the Lampert and the Lost Little Ones curriculum used to expand the Lutheran Christian Children's outreach program to reach more Lutheran schools and villages in the northern United States and Southern Canada. |
| Resurrection Lutheran Church | ||||||||||
| 1612 Meadow Edge Lane | Spring | TX | 77388 | 746150642 | 501(c)(3) | 15000 | 0 | Cost | N/A | To support the development of a tilapia farm and vegetable build out to make the orphanage self-sufficient in Belize, Central America. |
| Lighthouse Foundation | ||||||||||
| 1302 E Cruikshank Road | Butler | PA | 16002 | 251547324 | 501(c)(3) | 12500 | 0 | Cost | N/A | To support the housing transition program that provides asistance to those in need of housing and also in support of the food cupboard ministry providing food distribution to those in need. |
| Unity Lutheran Community Missions | ||||||||||
| 7825 1/2 Hamilton Ave | Pittsburgh | PA | 15208 | 251207804 | 501(c)(3) | 11250 | 2892 | Cost | To replace the stove and purchase Christmas gifts for the children attending the program. | To support the Children's Outreach Ministry which provides meals, homework support, and spiritual assistance to the children in the Homewood/Brushton area of Pittsburgh, PA (a very distressed inner city neighborhood) while providing assistance for food and utilities for the church. |
| Martin Luther Chapel and Christian School | ||||||||||
| 4100 Terrace Avenue | Pennsauken | NJ | 08109 | 216006190 | 501(c)(3) | 10000 | 0 | Cost | N/A | To provide scholarships to help expand enrollment at the Lutheran Day School in Pennsauken, New Jersey. |
| Associated Lutheran Missions | ||||||||||
| PO Box 3190 | McKeesport | PA | 15134 | 251893762 | 501(c)(3) | 10000 | 0 | Cost | N/A | To provide support to the Pittsburgh inner city Lutheran mission for the Kidzone Extreme Camp, tutoring/mentoring program, holiday gift cards, and Hope House - a pregnacy support program. |
| Lutherans in Medical Missions | ||||||||||
| PO Box 766 | Concordia | MO | 64020 | 431699294 | 501(c)(3) | 9500 | 0 | Cost | N/A | To provide support for the Partnerships for Community Health Outreach program to actively support the training of Community Health Educators of Global Lutheran Church bodies primarily in Turkey, India, Chili, and Thailand. This program provides education and training to residents to reduce the chance of illness through proper hygiene, hand washing, childbirth care, cooking, and cleaning. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Angel Tear Ministries' grant making program is guided by an adopted operating policy for Angel Tear Ministries that includes details on the following: Gift Solicitation Policy, Gift Acceptance Policy, Asset Management and Investment Guidelines, Grant Making and Distribution Guidelines, and Reporting and Disclosure Guidelines. The Mission and Ministry Committee is tasked with the process of reviewing, scoring, and awarding/declining grants to eligible organizations. Eligibility is determined by guidelines established in the operating policy. Mission and Ministry Committee funding recommendations are then submitted to the Concordia Lutheran Ministries Board of Directors (EIN 20-5138278). Grantees are required to sign a grant agreement policy letter. Disbursements are then made in accordance with the signed grant agreement. Interim and final reporting as well as intermittent communications from grantees is required. Interim and final reporting includes a description of the grant project, the organizations' project outcomes, and financial reporting. Any changes to the grant agreement must be submitted in writing to the Mission and Ministry Committee for consideration. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Keith Frndak | |||||||||||||
| 0 | 367899 | 0 | 50000 | 0 | 0 | 0 | 62169 | 0 | 19331 | 0 | 499399 | 0 | 493414 |
| Paul Brand | |||||||||||||
| 0 | 171877 | 0 | 10000 | 0 | 0 | 0 | 21815 | 0 | 26091 | 0 | 229783 | 0 | 213479 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | Concordia Lutheran Ministries Foundation has no employees. Compensation listed in Schedule J, Part II is paid by Concordia Lutheran Health and Human Care (EIN 25-0969458) an affiliate organization. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Affiliates, Concordia Lutheran Health and Human Care (EIN 25-0969458) and Concordia Visiting Nurses (EIN 42-1704067) participate in a non-qualified 457 plan for its highly compensated employees. Concordia Lutheran Ministries Board of Directors and CEO approve all participants who are enrolled in the plan. In the calendar year 2011 the following participants were enrolled in the plan and contributions, which will fully vest in four years, were made on their behalf in 2011. Keith Frndak, CEO ($36,250), Paul Brand, CFO ($10,340) Kim Young, Controller ($10,300) and William Giallombardo ($10,100). |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | Concordia Lutheran Ministries (EIN 20-5138278) is the sole member of Concordia Lutheran Ministries Foundation. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The sole member, Concordia Lutheran Ministries (EIN 20-5138278), assigns the board of directors. |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | The sole member, Concordia Lutheran Ministries (EIN 20-5138278), has final approval over all of the organization's board of directors' decisions and actions. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The return is emailed to the board of directors prior to submission. Any questions concerning the return are addressed via email prior to submission. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The corporate compliance officer attends at least one board meeting per year to educate the board members on the compliance policies, including the conflict of interest policy. Board members are required to disclose any potential conflicts 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. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Concordia Lutheran Ministries Foundation has no employees. The processes listed on Line 15 are performed by affiliate organizations (Concordia Lutheran Health and Human Care EIN, 25-0969458, Concordia Visiting Nurses, EIN-42-1704067, and Concordia Lutheran Ministries of Pittsburgh, EIN 27-0209886) for those persons listed in part VII and on Schedule J. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Concordia Lutheran Ministries (EIN 20-5138278) publishes as annual report that summarizes the financial operations of the organization and its affiliates which is mailed to all of its constituents and is available to the public upon request. IRS From 990 is available at no cost at guidestar.org or upon request. |
| F990_P07_S0A_L01a | Form 990, Part VII, Section A, Line 1a | Michael Falbo is the Director of Finance of Concordia Lutheran Ministries of Pittsburgh (EIN 27-0209886) William Giallombardo is the Chief Financial Officer of Concordia Visiting Nurses (EIN 42-1704067). He spends an additional eight hours per week on affiliate boards. Kim Young is the Controller of Concordia Lutheran Health and Human Care (EIN 25-0969458). She spends an additional three hours per week on affiliate boards. Keith Frndak is the Chief Executive Officer of Concordia Lutheran Ministries (EIN 20-5138278) and Subsidiaries. He spends an additional eight hours per week on affiliate boards. Paul Brand is the Chief Financial Officer of Concordia Lutheran Ministries (EIN 20-5138278) and Subsidiaries. He spends an additional seven hours on affiliate boards. |
| F990_P10_S00_L20 | Form 990, Part X, Line 20 | There is no Schedule K for this entry. The bond related to the $5,269,590 recorded under "tax exempt bond liability" is listed in its entirety on the 990 for Concordia Lutheran Health and Human Care (EIN 25-0969458). |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | ($1,425,080)-Unrealized losses on investments. ($4,381,056)-Funds transferred to Concordia Lutheran Ministries (EIN 20-5138278). $12,512-Funds transferred from Rebecca Residence dba Concordia at Rebecca Residence (EIN 25-0974311). ($61,202)-Reconcile present value of gift annuities. $426-Reconcile gift annuity interest. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 | Business Name Line2NameOfDisregardedEntity/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Concordia Lutheran Ministries | |||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 205138278 | To 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 Health and Human Care | |||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 250969458 | To provide skilled nursing, personal care, independent living, and rehabilitation services | PA | 501(c)(3) | 509(a)(2) | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Concordia Visiting Nurses | |||||||||||||
| 613 North Pike Road | Cabot | PA | 16023 | 421704067 | To provide home health care services | PA | 501(c)(3) | 509(a)(2) | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Concordia Lutheran Ministries of Pittsburgh | |||||||||||||
| 1300 Bower Hill Road | Pittsburgh | PA | 15243 | 270209886 | To provide skilled nursing, personal care, independent living services, and rehabilitation services | PA | 501(c)(3) | 509(a)(2) | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Concordia of Ohio | |||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 611682165 | To provide healthcare and retirement services in Ohio | OH | 501(c)(3) | 509(a)(2) | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Rebecca Residence | |||||||||||||
| 3746 Cedar Ridge Road | Allison Park | PA | 15101 | 250974311 | To provide skilled nursing, personal care, and rehabilitation services | PA | 501(c)(3) | 509(a)(2) | 0 | Concordia Lutheran Health and Human Care | 25-0969458 | dba Concordia at Rebecca Residence | |
| Good Samaritan Hospice of Pittsburgh | |||||||||||||
| 3500 Brooktree Road | Wexford | PA | 15090 | 251818793 | To provide inpatient and outpatient hospice services | PA | 501(c)(3) | 509(a)(2) | 0 | Concordia Lutheran Health and Human Care | 25-0969458 | ||
| Concordia Tele-Caregivers | |||||||||||||
| 613 North Pike Road | Cabot | PA | 16023 | 251881783 | To provide free monitoring services to homebound clients to ensure that they are up and well | PA | 501(c)(3) | 509(a)(1) | 0 | Concordia Visiting Nurses | 42-1704067 | ||
| Rebecca Residence Foundation | |||||||||||||
| 3746 Cedar Ridge Road | Allison Park | PA | 15101 | 412127319 | To support Rebecca Residence (EIN 25-0974311) | PA | 501(c)(3) | 509(a)(3) | N/A | 0 | |||
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Providence Pharmacy Services | |||||||||||||||
| 615 North Pike Road | Cabot | PA | 16023 | 223885810 | To provide institutional pharmacy and consulting services | PA | Concordia Providence LLC | 20-5138278 | Related | 0 | 0 | 0 | $0 | 0 | 0 |
| Concordia Providence LLC | |||||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 205138278 | General partner of Providence Pharmacy Services LP (EIN 22-3885810) | PA | Concordia Lutheran Ministries | 20-5138278 | Related | 0 | 0 | 0 | $0 | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Concordia Medical Equipment | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 North Pike Road | AddressLine1 |
| City | Cabot | City |
| State | PA | State |
| ZIP Code | 16023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204386767 | EIN |
| Primary Activity | Rental/sales of medical equipment and supplies | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Concordia Lutheran Ministries | BusinessNameLine1 |
| Business Name Line2 | 20-5138278 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 0 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Filed IRS Form 8868 for the initial three month extension and the additional three month extension. Additional time was needed to gather information and complete the Form 990 accurately. | Explanation |
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