CONCORDIA LUTHERAN MINISTRIESFOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CONCORDIA LUTHERAN MINISTRIESFOUNDATION (EIN 20-5138266)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-03
- IRS object ID
- 202331239349301648
- Schema version
- 2021v4.0
- 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) |
|---|---|---|
| Return | 2023-05-03T13:40:06-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205138266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA LUTHERAN MINISTRIESFOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONC | BusinessNameControlTxt |
| Phone | 7243521571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Marwood Road | AddressLine1Txt |
| City | Cabot | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 160232299 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Falbo | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7243521571 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Keith Frndak CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Marwood Road | AddressLine1Txt |
| City | Cabot | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $117,477,287 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | concordialm.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | The organization'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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 89 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,564,719 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,624,361 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,463,322 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,914,295 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,474,623 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,853,845 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,745 | PYOtherRevenueAmt |
| CY Other Revenue | $58,289 | CYOtherRevenueAmt |
| PY Total Revenue | $36,499,919 | PYTotalRevenueAmt |
| CY Total Revenue | $34,450,790 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,343,390 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,697,711 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $118,974 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $542,269 | PYOtherExpensesAmt |
| CY Other Expenses | $648,861 | CYOtherExpensesAmt |
| PY Total Expenses | $12,885,659 | PYTotalExpensesAmt |
| CY Total Expenses | $13,346,572 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,614,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,104,218 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $226,432,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,900,854 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $611,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $466,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $225,820,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $203,434,061 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Concordia Lutheran Ministries Foundation's exempt purpose is to manage the raising, receiving, and expending of funds in furtherance of the mission statement and 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 (EIN 25-0974311), Concordia Tele-Caregivers (EIN 25-1881783), Concordia of Ohio (EIN 61-1682165), Concordia Visiting Nurses of Ohio (EIN 46-3845269), Concordia of Monroeville (EIN 25-1475192), Cedars Home Health Services (EIN 25-1875508), Concordia Hospice on Washington (EIN 81-2448411), Concordia Physician Practice (EIN 47-3951584), Good Samaritan Hospice of Pittsburgh (EIN 25-1818793),Concordia Medical Equipment (EIN 20-4386767), Concordia of Florida (EIN 37-1869372), Visiting Nurse Association of Indiana County (EIN 23-7042932) each of which is a registered 501(c)(3) organizations and to provide support for other 501(c)(3) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,526,328 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $475,927 | RevenueAmt |
| Desc | The Concordia Lutheran Ministries Foundation is the primary charitable outreach arm for the Concordia Lutheran Ministries network of companies. In addition to supporting nearly 100 unique third-party organizations, the organization also helps support the operations of the other Concordia Lutheran Ministries companies within the network. These donations to affiliated organizations (listed in Part III, Line 1 and Schedule A) support the mission and purpose of those organizations by increasing the quality of care and quality of life in a Christian environment for all those being served. Through the use of these funds, related organizations have been able to establish a scholarship program for employees, help support adult day services within the network, and help fund Christmas parties at various locations during the year. Historically, grants and donations to related organization have been for the purpose of assisting in the acquisition of new locations and funding the construction of therapy gyms and chapels at various locations. Donors also contribute to the organization on the behalf of the related entities; donations of $475,927 were received by Concordia Lutheran Ministries Foundation on behalf of our affiliate organizations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,807,594 | ExpenseAmt |
| Grant | $1,726,824 | GrantAmt |
| Revenue | $854 | RevenueAmt |
| Desc | The Angel Tear Ministries Fund was established for the purpose of assisting third-party 501(c)(3) organizations to better serve both domestic and foreign communities through Christ-centered programs that provide food, housing, education, and medical care to underserved and underprivileged children and families. Nearly 100 organizations were assisted during fiscal year 2022 including missions supported in over 30 countries and 15 churches. These grants include the funding of care to 1,404 children in Kenya and Ethiopia who have primarily been affected by the AIDs epidemic through Compassion International. Closer to home, the funds are used by organizations to operate soup kitchens, homeless shelters, afterschool programs, and ministry programs. Additionally, assisting those affected by natural disasters has been a core tenant of the organizations mission and the organization has donated to countless organizations to assist in recover effects after natural disasters. The Angel Tears Program houses a $50,000 discretionary fund that is used to help local area organizations and families with fundraising and/or hardship situations. Donations of $854 were received to the Angel Tear Ministries Fund. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $363,789 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,437,514 | RevenueAmt |
| Desc | The Good Samaritan Endowment Fund was established to assist Concordia Lutheran Health and Human Care (EIN 25-0969458) in fulfilling its charitable mission by helping supplement the organization to allow for more benevolent care for residents with financial needs due to the exhaustion of funds. The fund has been supported through gifts from Concordia, gifts from gracious patients and their family members, and by gifts from the employees of Concordia. $1,437,514 in donations were received and restricted to the Good Samaritan Endowment Fund during the fiscal year. Concordia has a philosophy of providing care to residents regardless of their ability to pay and provided $1,210,554 in benevolent care in fiscal year 2022. The recipients of charity care reside in all levels of care and include residents served in skilled nursing, personal care, and independent living. In its nearly 140-year history, the organization has never discharged a resident for an in ability to pay. Concordia views benevolent care as a core tenant of its mission and would provide charity care even if the fund did not exist; but due to the support of the fund, Concordia can provide significantly more care to those in need compared to if the entire shortfall due to the benevolent care had to be offset with excesses from other operations. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $83,500 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Concordia Lutheran Ministries Foundation Scholars Program assists deserving employees of all affiliates system-wide in reaching their educational goals. The employee scholarship program encompasses several different groups of students. The Concordia Lutheran Ministries Foundation Scholars Program also has a secondary component that targets schools based on our geographical "footprint" in relation to Concordia facilities. This program awards scholarships both on academic achievements and financial need to graduating seniors matriculating at an undergraduate institution to pursue a degree in a healthcare-related field. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $83,500 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,781,211 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Falbo CFO | PersonNm |
| Phone | 7243521571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Marwood Road | AddressLine1Txt |
| City | Cabot | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Keith Frndak-See Schedule O | ||||||||
| President/Chairman | 1 | 49 | Yes (X) | Yes (X) | $0 | $1,148,464 | $31,277 | |
| Brian Hortert-See Schedule O | ||||||||
| Board Member | 1 | 44 | Yes (X) | $0 | $449,668 | $32,865 | ||
| Paul Brand-See Schedule O | ||||||||
| Former Secretary/Treasurer | 0 | 45 | $0 | $279,611 | $18,115 | Yes (X) | ||
| Michael Falbo-See Schedule O | ||||||||
| Secretary/Treasurer | 1 | 44 | Yes (X) | Yes (X) | $0 | $237,147 | $26,052 | |
| Tammy Young-See Schedule O | ||||||||
| Board Member | 1 | 44 | Yes (X) | $0 | $181,325 | $11,931 | ||
| Conor Hagey-See Schedule O | ||||||||
| Board Member | 1 | 44 | Yes (X) | $0 | $105,444 | $17,501 | ||
| Tim Temple-See Schedule O | ||||||||
| Board Member | 1 | 44 | Yes (X) | $0 | $74,856 | $10,490 | ||
| Rande Casaday | ||||||||
| Board Member | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Rev Jamison Hardy | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Don Olmstead | ||||||||
| Board Member | 1 | 1 | Yes (X) | $0 | $0 | $0 | ||
| Robert Schmidt | ||||||||
| Board Member | 1 | 1 | Yes (X) | $0 | $0 | $0 | ||
| Jim Wolf | ||||||||
| Board Member | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Charlie Buttgereit | ||||||||
| Board Member | 1 | 1 | Yes (X) | $0 | $0 | $0 | ||
| Nell Wilson | ||||||||
| Board Member | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,476,515 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $148,231 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEI Private Trust Company | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Freedom Valley Drive | AddressLine1Txt |
| Address Line2 | PO Box 1100 | AddressLine2Txt |
| City | Oaks | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment management fees | ServicesDesc |
| Compensation | $263,720 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $14,952 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $101,013 | FundraisingAmt |
| Related Organizations | $12,750,000 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $758,396 | AllOtherContributionsAmt |
| Noncash Contributions | $151 | NoncashContributionsAmt |
| Total Contributions | $13,624,361 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| General Donations | 561000 | $475,927 | $475,927 | $0 | $0 |
| Endowment Fund Donations | 561000 | $1,437,514 | $1,437,514 | $0 | $0 |
| Angel Tear Donations | 561000 | $854 | $854 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,914,295 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,765,419 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,765,419 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $98,053,203 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,964,777 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,088,426 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,088,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,088,426 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $120,009 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $101,013 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $61,720 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,289 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,450,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,768,140 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,289 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,697,711 | TotalAmt |
| Program Services | $12,697,711 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,661 | TotalAmt |
| Management And General | $10,661 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,478 | TotalAmt |
| Management And General | $339,478 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,073 | TotalAmt |
| Management And General | $85,327 | ManagementAndGeneralAmt |
| Fundraising | $91,746 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,091 | TotalAmt |
| Management And General | $239 | ManagementAndGeneralAmt |
| Fundraising | $1,852 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,299 | TotalAmt |
| Management And General | $1,354 | ManagementAndGeneralAmt |
| Fundraising | $12,945 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216 | TotalAmt |
| Fundraising | $216 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201 | TotalAmt |
| Management And General | $201 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278 | TotalAmt |
| Fundraising | $278 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,028 | TotalAmt |
| Management And General | $5,514 | ManagementAndGeneralAmt |
| Fundraising | $514 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512 | TotalAmt |
| Management And General | $512 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185 | TotalAmt |
| Management And General | $1,185 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Scholarships | $83,500 | $83,500 | $0 | $0 |
| Indirect Fundraising Expenses | $5,126 | $0 | $0 | $5,126 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,213 | TotalAmt |
| Management And General | $1,916 | ManagementAndGeneralAmt |
| Fundraising | $6,297 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,346,572 | TotalAmt |
| Program Services | $12,781,211 | ProgramServicesAmt |
| Management And General | $446,387 | ManagementAndGeneralAmt |
| Fundraising | $118,974 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,866,928 | BOYAmt |
| EOY | $748,527 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,086 | BOYAmt |
| EOY | $44,557 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,336,267 | BOYAmt |
| EOY | $6,806,267 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,286 | BOYAmt |
| EOY | $93,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,614 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,580 | BOYAmt |
| EOY | $3,069 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,119,964 | BOYAmt |
| EOY | $196,205,173 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,432,111 | BOYAmt |
| EOY | $203,900,854 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,525 | BOYAmt |
| EOY | $269,273 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,645 | BOYAmt |
| EOY | $33,924 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,589 | BOYAmt |
| EOY | $163,596 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,759 | BOYAmt |
| EOY | $466,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,404,965 | BOYAmt |
| EOY | $191,930,489 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,415,387 | BOYAmt |
| EOY | $11,503,572 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,820,352 | BOYAmt |
| EOY | $203,434,061 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,432,111 | BOYAmt |
| EOY | $203,900,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,104,218 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$42,811,700 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$678,809 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 15 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (15 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt | Business Name Line2SupportedOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|---|---|
| Concordia Lutheran Health and Human Care | |||||
| 250969458 | 10 | 0 | $393,135 | $0 | |
| Concordia Lutheran Ministries of Pittsburgh | |||||
| 270209886 | 10 | 0 | $320,283 | $0 | |
| Good Samaritan Hospice of Pittsburgh | |||||
| 251818793 | 10 | 0 | $80,540 | $0 | |
| Concordia Hospice of Washington | |||||
| 812448411 | 10 | 0 | $19,820 | $0 | |
| Rebecca Residence | |||||
| 250974311 | 10 | 0 | $6,286 | $0 | dba Concordia at Rebecca Residence |
| Concordia Medical Equipment | |||||
| 204386767 | 10 | 0 | $5,051 | $0 | |
| Concordia of Florida | |||||
| 371869372 | 10 | 0 | $2,379 | $0 | |
| Concordia Visiting Nurses | |||||
| 421704067 | 10 | 0 | $2,121 | $0 | |
| Concordia of Ohio | |||||
| 611682165 | 10 | 0 | $1,874 | $0 | |
| Concordia of Monroeville | |||||
| 251475192 | 10 | 0 | $430 | $0 | |
| Visiting Nurse Association of Indiana County | |||||
| 237042932 | 10 | 0 | $353 | $0 | |
| Concordia Tele-Caregivers | |||||
| 251881783 | 10 | 0 | $97 | $0 | |
| Concordia Physician Practice | |||||
| 473951584 | 10 | 0 | $74 | $0 | |
| Concordia Visiting Nurses of Ohio | |||||
| 463845269 | 10 | 0 | $0 | $0 | |
| Cedars Home Health Services | |||||
| 251875508 | 10 | 0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 15 | SupportedOrganizationsTotalCnt |
| Support Sum | $832,443 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section A, Line 1 | Concordia Lutheran Ministries Foundation and all supported organizations are subsidiaries of Concordia Lutheran Ministries (EIN 20-5138278). Individual entities are not listed in the governing documents by name but are mentioned in the governing documents as all subsidiary entities. |
| Schedule A, Part IV, Section A, Line 6 | Please refer to Part III Statement of Program Service Accomplishments Line 4a for more information on our Angel Tear program. Also, refer to Schedule I for information on the Angel Tear program policies and details of the individual grants. |
| Schedule A, Part IV, Section C, Line 1 | Concordia Lutheran Ministries (EIN 20-5138278) controls Concordia Lutheran Ministries Foundation and its supported organizations, listed on Part I, by appointing all of the directors to each board. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $21,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,545 | DepreciationAmt |
| Book Value | $3,069 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,069 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| 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 statement of operations as a result of the adoption. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Classic | Event1Nm |
| Gross Receipts Event1 | $174,038 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $65,843 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $108,195 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $26,745 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,537 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $125 | OtherDirectExpensesEvent1Amt |
| Event2 | Fashion Show | Event2Nm |
| Gross Receipts Event2 | $19,199 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,015 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,184 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $64 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $895 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,476 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $27,785 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $21,155 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,630 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $792 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,126 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,765 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $285 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,910 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $221,022 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $101,013 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $120,009 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $856 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $34,766 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,778 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $285 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,035 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $61,720 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $58,289 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Compassion International | ||||||||
| 12290 Voyager Parkway | Colorado Springs | CO | 80921 | 362423707 | 501(c)(3) | $817,148 | To provide sponsorship, including educational, basic needs, drought relief and pastoral guidance through sharing the Gospel, to sponsored children in Kenya and Ethiopia. | |
| Lutheran Church Missouri Synod | ||||||||
| 1333 S Kirkwood Road | St Louis | MO | 63122 | 430658188 | 501(c)(3) | $150,000 | Naumann Missionary Fund: To provide pastoral care for all LCMS missionaries and families serving in Latin America and the Caribbean and through the work of Rev. Dr. Jonathan and Deaconess Cheryl Naumann; Disaster Response (Haiti); Little Lambs Lutheran Preschool, Belize; Help for Displaced Ukrainians; and general support for the Mekane Yesus Seminary in Ethiopia | |
| Pittsburgh Area Lutheran Schools | ||||||||
| 1261 Pennsylvania Avenue | Oakmont | PA | 15139 | 251716013 | 501(c)(3) | $130,000 | To provide scholarships for the PALS schools (three K-8; ten preschools) for those families that cannot afford tuition. Providing scholarships to families enables Lutheran schools to reach those in need as God instructed in Matthew 25:40. | |
| St Luke Lutheran Church & School | ||||||||
| 330 Hannahstown Road | Cabot | PA | 16023 | 256009871 | 501(c)(3) | $100,400 | To provide financial support of the Voice of Victory program via purchase of medical supplies, operating a medical clinic in constructing a school kitchen at the VOV center in Moshi, Tanzania; support of church school's fundraising golf outing; to provide support to assist the church school witness to children at The Lighthouse Foundation. | |
| Pioneer Camp & Retreat Center Inc | ||||||||
| 9324 Lake Shore Road | Angola | NY | 14006 | 161379995 | 501(c)(3) | $64,000 | To support the Campership Assistance program which allows eligible student campers from the surrounding region the opportunity to experience Confirmand Camp at this lakeside retreat camp. | |
| Royal Redeemer Lutheran Church | ||||||||
| 11680 Royalton Rd | North Royalton | OH | 44133 | 237090636 | 501(c)(3) | $30,000 | To support mission work with Premiere Lutheran Church in Cap-Haitien, Haiti by significantly improving the working conditions of our Pastors and teachers, transforming the lives of the people of our community through the Word and outreach actions include education, health and well-being through self sustainability. | |
| Zion Lutheran Church | ||||||||
| 3197 Washington Pike | Bridgeville | PA | 15017 | 256039254 | 501(c)(3) | $21,515 | Pastoral Support and Shepherds for Sheep | |
| International Lutheran Laymens League Lutheran Hour Ministries | ||||||||
| 660 Mason Ridge Center Dr | St Louis | MO | 63141 | 430653365 | 501(c)(3) | $20,000 | Offers acts of mercy and love to communities that are at-risk and underserved; Expand Lutheran Hour Ministries' mission outreach around the world, strengthening the opportunities for growth of the Gospel of Jesus Christ - specifically in the Middle East and Egypt. | |
| Lighthouse Foundation | ||||||||
| 1302 E Cruikshank Road | Butler | PA | 16002 | 251547324 | 501(c)(3) | $18,500 | Sponsorship of the Lighthouse Foundation Annual Fundraising Events. | |
| Fuller Center Disaster Rebuilders | ||||||||
| 10 Arrowhead Road | Danvers | MA | 01923 | 263704583 | 501(c)(3) | $18,250 | To provide labor and material costs for teams to rehab neighborhoods in Louisiana and North Carolina affected by natural disasters | |
| Philadelphia Lutheran Ministries | ||||||||
| PO Box 297 | Broomall | PA | 19008 | 232959256 | 501(c)(3) | $15,500 | To assist with the launch of a freestanding LCMS church to serve the worship needs and mission works in the Northeast and Center City neighborhoods of Philadelphia and reach out to colleges and connect with need youth in the area. | |
| Lutheran Social Services of the South Inc | ||||||||
| 8305 Cross Park Drive | Austin | TX | 78754 | 741109745 | 501(c)(3) | $15,000 | To provide general support of Upbring's BeREAL program, which helps foster youth successfully transition to self-sufficiency and independence by providing support, education planning and mentorship as well as Supervised Independent Living (SIL) as they age out of care. | |
| Water Mission | ||||||||
| 1150 Molly Greene Way | North Charleston | SC | 29405 | 571116978 | 501(c)(3) | $15,000 | To provide support for two trauma healing programs and safe water for refugees in Northern Uganda. | Building 1605 |
| Westmoreland County Food Bank | ||||||||
| 100 Devonshire Dr | Delmont | PA | 15626 | 251422682 | 501(c)(3) | $15,000 | To provide support of this local food pantry serving residents of Westmoreland County, Pennsylvania. | |
| Faith Aid | ||||||||
| PO Box 4326 | Ashburn | VA | 20148 | 463260343 | 501(c)(3) | $14,000 | To support the Under Five program that provides medicine and health care for children under the age of five in Kenya by expanding its physical presence where children are at most risk and provide basic medical care and sanitation. | |
| Community Health Clinic of Butler County | ||||||||
| 103 Bonnie Drive | Butler | PA | 16002 | 204852135 | 501(c)(3) | $13,000 | To provide quality, accessible medical and dental care to income-eligible Butler County and surrounding community residents. | |
| Lutherans in Medical Missions | ||||||||
| PO Box 766 | Concordia | MO | 64020 | 431699294 | 501(c)(3) | $13,000 | Lutherans in Medical Missions (LIMM) works with local and global partners to share Christ's healing in medically underserved communities. These funds will be used to implement women's cycle of life health education in West Africa and Belize. | |
| Lutheran Heritage Foundation | ||||||||
| 51474 Romeo Plank Road | Macomb | MI | 48042 | 383106702 | 501(c)(3) | $11,000 | To be used to provide "Food for the Body, Food for the Soul" to refugees and our Lutheran brothers and sisters in South Sudan through a partnership with the Evangelical Lutheran Church. Also provided money to drill a water well in Africa ($4,300). | |
| Pittsburgh Area Lutheran Ministries | ||||||||
| 535 N NEVILLE ST | Pittsburgh | PA | 15213 | 651234532 | 501(c)(3) | $10,800 | The mission of the Pittsburgh Area Lutheran Ministries (PALM) is to facilitate cooperation among the Lutheran Church-Missouri Synod congregations in the Pittsburgh region and outer lying areas in supporting the mission work of the church. | |
| Extreme Response International | ||||||||
| PO Box 345 | Snellville | GA | 30078 | 582610409 | 501(c)(3) | $10,000 | To provide funds for general operating support to help Extreme Response change the lives of people living in extreme situations. | |
| American Foundation for Suicide Prevention WPA Chapter | ||||||||
| 1597 Washington Pike Ste A38 | Bridgeville | PA | 15017 | 133393329 | 501(c)(3) | $10,000 | General Operating Support for marketing needs and education for suicide prevention. | |
| Austin's Place | ||||||||
| 477 Dinnerbell Rd | Butler | PA | 16002 | 471066002 | 501(c)(3) | $10,000 | General Operating Support for assisting special needs individuals. | |
| Bridgeville Area Food Bank | ||||||||
| 740 Washington Ave | Bridgeville | PA | 15017 | 475239601 | 501(c)(3) | $10,000 | General Operating Support for the food bank pantry. | |
| Calvary Lutheran Church | ||||||||
| 4725 Old William Penn Hwy | Murrysville | PA | 15668 | 251211921 | 501(c)(3) | $10,000 | General Operating Support for youth and family needs | |
| Chicagoland Lutheran Education Foundation | ||||||||
| 861 S Church Rd | Bensenville | IL | 60106 | 363922804 | 501(c)(3) | $10,000 | CLEF is a Chicago-based education foundation enabling pre-k thru 12th grade Lutheran schools to deliver quality & values-based education. | |
| Christ the King Lutheran School | ||||||||
| 3803 W Lake Houston Pkwy | Kingwood | TX | 77339 | 742252216 | 501(c)(3) | $10,000 | General Operating Support for school needs | |
| Christian Jail Ministry | ||||||||
| PO Box 6037 | Columbia | MD | 21045 | 521281153 | 501(c)(3) | $10,000 | General operating support for local inmates. | |
| Coalition for Christian Outreach | ||||||||
| 5912 Penn Ave | Pittsburgh | PA | 15206 | 251216330 | 501(c)(3) | $10,000 | General operating support for outreach needs. | |
| Dakota Boys and Girls Ranch | ||||||||
| PO Box 5007 | Minot | ND | 58702 | 251420599 | 501(c)(3) | $10,000 | General operating support for helping children in North and South Dakota. | |
| Fairlawn Lutheran Church and School | ||||||||
| 3415 W Market St | Fairlawn | OH | 44333 | 340858919 | 501(c)(3) | $10,000 | Purchase of a high capacity extractor for Haven of Rest in Akron, OH. | |
| Family Guidance | ||||||||
| 850 Cranberry Woods Dr Ste 2236 | Cranberry Twp | PA | 16066 | 251128116 | 501(c)(3) | $10,000 | General operating support for peer mentoring. | |
| First Trinity Evangelical Lutheran Church | ||||||||
| 531 N Neville St | Pittsburgh | PA | 15213 | 251041254 | 501(c)(3) | $10,000 | Student Campus Ministry funding. | |
| Good Samaritan Hospice | ||||||||
| 116 Browns Hill Rd Suite 100 | Valencia | PA | 16059 | 251818793 | 501(c)(3) | $10,000 | Support for youth bereavement care | |
| Grace Youth and Family Foundation | ||||||||
| 100 Center Ave | Butler | PA | 16001 | 251775374 | 501(c)(3) | $10,000 | General Operating support for youth support | |
| Lutherans in Africa | ||||||||
| PO Box 121 | Ocean Shores | WA | 98569 | 383814856 | 501(c)(3) | $10,000 | General Operating Support for certain African countries through Lutheran Churches. | |
| Partners in Education-Haiti | ||||||||
| 12412 Searcy Rd | Kearney | MO | 64060 | 834457791 | 501(c)(3) | $10,000 | General Operating Support for people in need in Haiti. | |
| Salvation Army | ||||||||
| 440 West Nyack Road PO Box C-635 | West Nyack | NY | 10994 | 135562351 | 501(c)(3) | $10,000 | Ferguson Empower Center funding | |
| Stepping Stone Mission Inc | ||||||||
| 748 Gary Road NW | Atlanta | GA | 30318 | 452047439 | 501(c)(3) | $10,000 | To provide support and ministry to homeless men, women and children using Luther's Small Catechism in Atlanta, Georgia by replenishing supplies of catechisms and bibles to use in training homeless men and weekly food purchases, toiletries and clothing for homeless men who are in training. | |
| The Pittsburgh Foundation | ||||||||
| Five PPG Place Suite 250 | Pittsburgh | PA | 15222 | 250965466 | 501(c)(3) | $10,000 | The William J. Wolf Memorial Scholarship Fund | |
| Western Pennsylvania School for the Deaf | ||||||||
| 300 E Swissvale Ave | Pittsburgh | PA | 15218 | 251095386 | 501(c)(3) | $10,000 | General Operating Support for the school for the deaf. | |
| Women's Choice Network | ||||||||
| PO Box 15034 | Pittsburgh | PA | 15237 | 251485574 | 501(c)(3) | $10,000 | Funding for their pregnancy care center. | |
| Life Choices | ||||||||
| 13633 State Route 422 | Kittanning | PA | 16201 | 251482633 | 501(c)(3) | $8,650 | To provide support for a health clinic that meets the physical, emotional and spiritual needs of young men, women, and families facing unplanned pregnancies. Also Event sponsorship support | |
| Get HOPE Global | ||||||||
| PO Box 27584 | Denver | CO | 80227 | 460839256 | 501(c)(3) | $6,575 | Support for training local, Ugandan Program Leaders to teach our biblically based, business training curriculum at a 3-day Train the Trainer conference. | |
| Lutherlyn | ||||||||
| PO Box 355 | Prospect | PA | 16052 | 250984609 | 501(c)(3) | $6,000 | To provide scholarships for summer campers at this Christian-based summer camp. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 44 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Keith Frndak-See Schedule O | ||||||||||||||
| President/Chairman | $0 | $622,231 | $0 | $177,100 | $0 | $349,133 | $0 | $18,850 | $0 | $12,427 | $0 | $1,179,741 | $0 | $0 |
| Brian Hortert-See Schedule O | ||||||||||||||
| Board Member | $0 | $350,823 | $0 | $64,700 | $0 | $34,145 | $0 | $18,850 | $0 | $14,015 | $0 | $482,533 | $0 | $0 |
| Paul Brand-See Schedule O | ||||||||||||||
| Former Secretary/Treasurer | $0 | $246,808 | $0 | $2,100 | $0 | $30,703 | $0 | $18,115 | $0 | $0 | $0 | $297,726 | $0 | $0 |
| Michael Falbo-See Schedule O | ||||||||||||||
| Secretary/Treasurer | $0 | $231,222 | $0 | $5,925 | $0 | $0 | $0 | $15,916 | $0 | $10,136 | $0 | $263,199 | $0 | $0 |
| Tammy Young-See Schedule O | ||||||||||||||
| Board Member | $0 | $175,375 | $0 | $5,950 | $0 | $0 | $0 | $11,629 | $0 | $302 | $0 | $193,256 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 | The Executive Committee of Concordia Lutheran Ministries (Parent) (EIN 20-5138278) approves the compensation of the Chief Executive Officer (CEO) annually through his employer Concordia Lutheran Health and Human Care (CLHHC) (EIN 25-0969458). Compensation includes base compensation, bonuses, and other fringe benefits such as health insurance. The committee uses data from state and national associations for organizations of similar size to compare compensation. Executive Committee decisions for CEO compensation are communicated to the Chief Financial Officer. Compensation for key employees is determined by the CEO. Data from state and national associations is used for comparison purposes. |
| Schedule J, Part I, Line 4 | Affiliates, Concordia Lutheran Health and Human Care (CLHHC) (EIN 25-0969458) and Concordia Community Support Services (CCSS) (EIN 47-3508524) participate in a non-qualified 457 deferred compensation plan for certain highly compensated employees of the Organization. The Concordia Lutheran Ministries (EIN 20-5138278) Board of Directors and CEO approve all participants who are enrolled in the plan. Contributions are deferred and will fully vest in five years. Once disbursed, contributions will appear in Box 5 of the participant's W-2. In the calendar year 2021 the following participants were enrolled in the plan: Michael Falbo, Brian Hortert, Keith Frndak, Paul Brand, and Tammy Young. |
| Schedule J, Part II | All board members of Concordia Lutheran Ministries Foundation serve on a purely volunteer basis. Any compensation to a board member by a related organization, reported on Part VII and Schedule J, is for his/her service as an employee of that organization and not for his/her service as a board member. Employment compensation for board members is as follows: Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates, Brian Hortert, COO, Concordia Lutheran Ministries and its affiliates, Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Tammy Young, CFO, Concordia Community Support Services and community based affiliates, Paul Brand, Executive VP, Concordia Lutheran Ministries and its affiliates, Tim Temple, Senior Accountant, Concordia Lutheran Ministries and its affiliates. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | Concordia Lutheran Ministries (EIN 20-5138278) is the sole member of Concordia Lutheran Ministries Foundation. |
| Form 990, Part VI, Section A, Line 7a | The sole member, Concordia Lutheran Ministries (EIN 20-5138278), assigns the board of directors. |
| Form 990, Part VI, Section A, Line 7b | The sole member, Concordia Lutheran Ministries (EIN 20-5138278), has limited reserve powers over the organization's board of directors' decisions and actions. |
| Form 990, Part VI, Section B, Line 11b | The Concordia Lutheran Ministries (EIN 20-5138278) board of directors maintains reserve powers on the binding decisions made by the board of directors of this organization. Due to the reserve powers maintained by the board of directors of Concordia Lutheran Ministries, it has been decided to present the Form 990 of this organization to the board of directors of Concordia Lutheran Ministries for review prior to submission of this form. Additionally, any independent board member of this organization was offered an opportunity to review the Form 990 prior to submission as well. |
| Form 990, Part VI, Section B, Line 12c | 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 the 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 | Concordia Lutheran Ministries Foundation has no employees. The processes listed in Line 15 are performed by affiliate organizations for those persons listed on Part VII and on Schedule J. |
| Form 990, Part VI, Section C, Line 18 | Concordia Lutheran Ministries Foundation Form 990 is available at guidestar.org. |
| Form 990, Part VI, Section C, Line 19 | Concordia Lutheran Ministries publishes an annual report that summarizes the financial operations of the organization and its affiliates which is mailed to all of its constituents. The annual report, governing documents, conflict of interest policies, and financial statements are available to the public upon request. |
| Form 990, Part VII, Section A, Line 1a | All board members of Concordia Lutheran Ministries Foundation serve on a purely volunteer basis. Any compensation to a board member by a related organization, reported on Part VII and Schedule J, is for his/her service as an employee of that organization and not for his/her service as a board member. Employment compensation for board members is as follows: Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates, Brian Hortert, COO, Concordia Lutheran Ministries and its affiliates, Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Tammy Young, CFO, Concordia Community Support Services and community based affiliates, Paul Brand, Executive VP, Concordia Lutheran Ministries and its affiliates, Tim Temple, Senior Accountant, Concordia Lutheran Ministries and its affiliates. |
| Form 990, Part XI, Line 9 | ($678,809)-Assets released from restriction. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Concordia Lutheran Ministries | |||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 205138278 | Provides access to corp resources and expert support to carry out the purpose of the affiliates | PA | 501(c)(3) | 12 Type III | N/A | 0 | |||
| Concordia Lutheran Health and Human Care | |||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 250969458 | Provides skilled nursing, personal care, independent living, and rehabilitation services | PA | 501(c)(3) | 10 | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Concordia Visiting Nurses | |||||||||||||
| 613 North Pike Road | Cabot | PA | 16023 | 421704067 | Provides home health care services | PA | 501(c)(3) | 10 | 0 | Concordia Community Support Services | 47-3508524 | ||
| Concordia Lutheran Ministries of Pittsburgh | |||||||||||||
| 1300 Bower Hill Road | Pittsburgh | PA | 15243 | 270209886 | Provides skilled nursing, personal care, independent living services, and rehabilitation services | PA | 501(c)(3) | 10 | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Concordia of Ohio | |||||||||||||
| 970 Sumner Parkway | Copley | OH | 44321 | 611682165 | Provides skilled nursing, personal care, independent living, and rehabilitation services | OH | 501(c)(3) | 10 | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Rebecca Residence | |||||||||||||
| 3746 Cedar Ridge Road | Allison Park | PA | 15101 | 250974311 | Provides skilled nursing, personal care, independent living, and rehabilitation services | PA | 501(c)(3) | 10 | 0 | Concordia Lutheran Health and Human Care | 25-0969458 | ||
| Good Samaritan Hospice of Pittsburgh | |||||||||||||
| 116 Browns Hill Road | Valencia | PA | 16059 | 251818793 | Provides inpatient and outpatient hospice services | PA | 501(c)(3) | 10 | 0 | Concordia Lutheran Health and Human Care | 25-0969458 | Suite 100 | |
| Concordia Tele-Caregivers | |||||||||||||
| 613 North Pike Road | Cabot | PA | 16023 | 251881783 | Provides free monitoring to homebound clients and private duty services | PA | 501(c)(3) | 10 | 0 | Concordia Community Support Services | 47-3508524 | Suite A | |
| Concordia Visiting Nurses of Ohio | |||||||||||||
| 613 North Pike Road | Cabot | PA | 16023 | 463845269 | Provides home health care services | OH | 501(c)(3) | 10 | 0 | Concordia Community Support Services | 47-3508524 | ||
| Concordia of Monroeville | |||||||||||||
| 4363 Northern Pike | Monroeville | PA | 15146 | 251475192 | Provides skilled nursing, personal care, and rehabilitation services | PA | 501(c)(3) | 10 | 0 | Concordia Lutheran Ministries of Pittsburgh | 25-1818793 | ||
| Cedars Home Health Care Services | |||||||||||||
| 4363 Northern Pike | Monroeville | PA | 15146 | 251875508 | Provides home health care services | PA | 501(c)(3) | 10 | 0 | Concordia Tele-Caregivers | 25-1881783 | ||
| Concordia Community Support Services | |||||||||||||
| 613 North Pike Road | Cabot | PA | 16023 | 473508524 | Provides oversight, management, and strategic planning for home and community based services | PA | 501(c)(3) | 12 Type II | 0 | Concordia Lutheran Ministries | 20-5138278 | Suite B | |
| Concordia Physicians Practice | |||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 473951584 | Provides primary care physician services | PA | 501(c)(3) | 10 | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Concordia Hospice of Washington | |||||||||||||
| 613 North Pike Road | Cabot | PA | 16023 | 812448411 | Provides inpatient and outpatient hospice services | PA | 501(c)(3) | 10 | 0 | Concordia Community Support Services | 47-3508524 | Suite B | |
| Concordia of Florida | |||||||||||||
| 4100 E Fletcher Avenue | Tampa | FL | 33613 | 371869372 | Provides skilled nursing, personal care, independent living, and rehabilitative services | FL | 501(c)(3) | 10 | 0 | Concordia Lutheran Ministries | EIN 20-5138278 | ||
| Concordia Medical Equipment | |||||||||||||
| 615 North Pike Road | Cabot | PA | 16023 | 204386767 | Rental/sales of medical equipment and supplies | PA | 501(c)(3) | 10 | 0 | Concordia Lutheran Ministries | EIN 20-5138278 | ||
| Harmony Protection Group | |||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 852377219 | Provide insurance coverage to affiliated 501(c)(3) orgs | PA | 501(c)(3) | 12 Type II | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
| Visiting Nurse Association of Indiana County | |||||||||||||
| 850 Hospital Road | Indiana | PA | 15701 | 237042932 | Provide home health and community hospice services | PA | 501(c)(3) | 10 | 0 | Concordia Lutheran Ministries | 20-5138278 | Suite 3000 | |
| Concordia Ministries of New York Inc | |||||||||||||
| 134 Marwood Road | Cabot | PA | 16023 | 863586342 | Youth recreation services | PA | 501(c)(3) | PF | 0 | Concordia Lutheran Ministries | 20-5138278 | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Providence Pharmacy Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 North Pike Road | AddressLine1Txt |
| City | Cabot | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223885810 | EIN |
| Primary Activities | Provides institutional pharmacy & consulting services. | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Concordia Providence LLC | BusinessNameLine1Txt |
| Business Name Line2 | 20-5138278 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Filed IRS Form 8868 for the automatic six month extension. Additional time was needed to gather information and complete Form 990 accurately. | ExplanationTxt |