2022-05-12T11:25:05-07:00 2021-06-30 990 2020-07-01 205138266 Concordia Lutheran Ministries Foundation CONC 7243521571 134 Marwood Road Cabot PA 160232299 Michael Falbo CFO 7243521571 2022-05-12 1 11 0 AAL2 2020 2022-09-23 18:48:47Z Keith Frndak CEO 134 Marwood Road Cabot PA 16023 131459989 0 X concordialm.org X 2006 PA 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. 12 6 0 57 0 0 13057857 17564719 1057369 1463322 10190181 17474623 -22121 -2745 24283286 36499919 12360204 12343390 0 0 0 0 0 0 109394 624346 542269 12984550 12885659 11298736 23614260 177675939 226432111 391279 611759 177284660 225820352 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) 0 0 10454995 0 322914 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 $322,914 were received by Concordia Lutheran Ministries Foundation on behalf of our affiliate organizations. 1531044 1481241 838 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 2021 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 $838 were received to the Angel Tear Ministries Fund. 357351 0 1139570 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. $1,139,570 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 $1,112,650 in benevolent care in fiscal year 2021. 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. 41250 0 0 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. 41250 0 0 12384640 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 12 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 PA X X X Michael Falbo CFO 7243521571 134 Marwood Road Cabot PA 16023 X Keith Frndak-See Schedule O President/Chairman 1 49 X X 0 804736 39787 Brian Hortert-See Schedule O Board Member 1 44 X 0 330344 42233 Paul Brand-See Schedule O Secretary/Treasurer 1 44 X X 0 248046 16123 Michael Falbo-See Schedule O CFO 1 44 X 0 197181 31153 Tammy Young-See Schedule O Board Member 1 44 X 0 160548 10732 Conor Hagey-See Schedule O Board Member 1 44 X 0 91260 24274 Tim Temple-See Schedule O Board Member 1 44 X 0 68116 10887 Rande Casaday Board Member 1 2 X 0 0 0 Rev Jamison Hardy Board Member 1 0 X 0 0 0 Stephen Johnson Board Member 1 1 X 0 0 0 Don Olmstead Board Member 1 0 X 0 0 0 Robert Schmidt Board Member 1 2 X 0 0 0 Jim Wolf Board Member 1 2 X 0 0 0 Charlie Buttgereit Board Member 1 1 X 0 0 0 Nell Wilson Board Member 1 2 X 0 0 0 0 1900231 175189 0 0 1 0 SEI Private Trust Company 1 Freedom Valley Drive PO Box 1100 Oaks PA 19456 Investment management fees 288695 1 9139 0 13370 16460000 0 1082210 2561 17564719 General Donations 561000 322914 322914 0 0 Endowment Fund Donations 561000 1139570 1139570 0 0 Angel Tear Donations 561000 838 838 0 0 0 0 0 0 1463322 2658720 2658720 0 0 0 0 0 0 0 0 0 0 0 0 109771953 0 94956050 0 14815903 0 14815903 14815903 0 0 1275 13370 4020 -2745 0 -2745 0 36499919 18937945 0 -2745 12343390 12343390 13094 13094 289518 289518 153357 85432 67925 14548 1159 13389 150 150 201 201 36 36 56 6 50 722 722 892 892 Scholarships 41250 41250 0 0 Indirect Fundraising Expenses 2434 0 0 2434 26011 451 25560 12885659 12384640 391625 109394 52937 1866928 58589 67086 1435375 8336267 61954 38286 21614 18034 82802 3580 175984282 216119964 177675939 226432111 244167 431525 36104 36645 111008 143589 0 0 391279 611759 X 168807489 213404965 8477171 12415387 177284660 225820352 177675939 226432111 X 23614260 25323582 0 0 0 -402150 X 0 1 X 1 0 X X X 14 Concordia Lutheran Health and Human Care 250969458 10 0 372710 0 Good Samaritan Hospice of Pittsburgh 251818793 10 0 188567 0 Concordia Lutheran Ministries of Pittsburgh 270209886 10 0 79781 0 Rebecca Residence dba Concordia at Rebecca Residence 250974311 10 0 35178 0 Concordia Hospice of Washington 812448411 10 0 11820 0 Concordia of Florida 371869372 10 0 2913 0 Concordia Visiting Nurses 421704067 10 0 2336 0 Concordia of Ohio 611682165 10 0 1128 0 Concordia of Monroeville 251475192 10 0 782 0 Concordia Tele-Caregivers 251881783 10 0 115 0 Concordia Physician Practice 473951584 10 0 78 0 Concordia Medical Equipment 204386767 10 0 66 0 Cedars Home Health Services 251875508 10 0 0 0 Concordia Visiting Nurses of Ohio 463845269 10 0 0 0 Visiting Nurse Association of Indiana County 237042932 10 0 0 0 15 695474 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 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 5a Visiting Nurse Association of Indiana County (EIN 23-7042932) was added to the list of supported organizations. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 21614 18034 3580 0 0 0 0 3580 0 0 X Schedule D, Part X, Line 2 The Organization is a not-for-profit corporation and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been provided. The Organization adopted the standard for accounting for uncertainty in income taxes recognized in an organization's 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. 1 Compassion International 12290 Voyager Parkway Colorado Springs CO 80921 362423707 501(c)(3) 719491 To provide sponsorship, including educational, basic needs, drought relief and pastoral guidance through sharing the Gospel, to sponsored children in Kenya and Ethiopia. Concordia Lutheran Health and Human Care 134 Marwood Road Cabot PA 16023 250969458 501(c)(3) 371310 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. Good Samaritan Hospice of Pittsburgh 116 Browns Hill Road Suite 100 Valencia PA 16059 251818793 501(c)(3) 188567 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. Pittsburgh Area Lutheran Schools 1261 Pennsylvania Avenue Oakmont PA 15139 251716013 501(c)(3) 110000 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. Concordia Lutheran Ministries of Pittsburgh 1300 Bower Hill Road Pittsburgh PA 15243 270209886 501(c)(3) 79781 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. St Luke Lutheran Church 330 Hannahstown Road Cabot PA 16023 256009871 501(c)(3) 61925 3998 Cost Clorox 360 Sprayer for COVID-19 Mitigation 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; Sent to Serve Student Program; and Promise of Life Partnership to build a satellite office in the church building. Lutheran Church Missouri Synod 1333 S Kirkwood Road St Louis MO 63122 430658188 501(c)(3) 50000 Missionary Fund: Pastoral care for all LCMS missionaries & families serving in Latin America, the Caribbean & South Asia. Student Seminary Education: Assistance for Seminary Student Education as we work with our partner churches in unchurched areas in Eurasia. Global Mission Fund: Sharing the Gospel in all corners of the world to hurting souls who don't know Jesus or may need to be reminded how much Jesus loves us. Christ's Care for Children: Assist with funding to help provide a Christ-centered, loving, caring & safe environment as well as food, clothing, healthcare, & access to primary school education that otherwise would be out of reach for vulnerable children throughout Kenya. Castillo Fuerte- Mercy House (Lima, Peru): Supports a day-center for all ages that provides a warm meal, teachers for academic, emotional, & spiritual growth support & extracurricular activities. Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 501(c)(3) 35178 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. International Lutheran Laymens League Lutheran Hour Ministries 660 Mason Ridge Center Dr St Louis MO 63141 430653365 501(c)(3) 30000 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. Concordia Lutheran Church 16801 Huebner Rd San Antonio TX 78258 741193453 501(c)(3) 25250 Funds restricted for two grant purposes: bunkbeds for children in the San Antonio, TX area and assistance in planting a rural Christian community school in Cambodia. Community Health Clinic of Butler County 103 Bonnie Drive Butler PA 16002 204852135 501(c)(3) 24200 To provide quality, accessible medical and dental care to income-eligible Butler County and surrounding community residents. Philadelphia Lutheran Ministries PO Box 297 Broomall PA 19008 232959256 501(c)(3) 17750 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. Lighthouse Foundation 1302 E Cruikshank Road Butler PA 16002 251547324 501(c)(3) 17500 Sponsorship of the Lighthouse Foundation Annual Fundraising Events. Fuller Center Disaster Rebuilders 10 Arrowhead Road Danvers MA 01923 263704583 501(c)(3) 17500 To provide labor and material costs for teams to rehab neighborhoods in Louisiana and Texas affected by natural disasters Faith Aid and Development PO Box 4326 Ashburn VA 20148 463260343 501(c)(3) 15000 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. Lutheran Social Services of the South Inc (Upbring) 8305 Cross Park Drive Austin TX 78754 741109745 501(c)(3) 15000 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. Zion Lutheran Church 3197 Washington Pike Bridgeville PA 15017 256039254 501(c)(3) 12500 Pastoral Support and Shepherds for Sheep LAMP Ministry Inc PO Box 480167 New Haven MI 48048 432009311 501(c)(3) 12500 For assistance in ministering to remote communities in Canada. Provides support to recruit, train and send 400 volunteer missionaries to share the gospel year-round at First Nations villages in northern Canada. Concordia Hospice of Washington 613 North Pike Road Suite B Cabot PA 16023 812448411 501(c)(3) 11820 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. Greater Pittsburgh Community Food Bank 1 N Linden St Duquesne PA 15110 251420599 501(c)(3) 10500 The mission of Greater Pittsburgh Community Food Bank is to feed people in need and mobilize our community to eliminate hunger in Pittsburgh, Pa. Pennsylvania Adult & Teen Challenge 33 Teen Challenge Rd Rehrersburg PA 19550 231695361 501(c)(3) 10000 Funds support general use for their drug and alcohol addiction rehabilitation treatment center. Light of Life Rescue Mission 913 Western Ave Pittsburgh PA 15233 251056389 501(c)(3) 10000 The organization's mission is to provide a home for the homeless and food for the hungry, and will build disciples for the Kingdom of God among the poor, addicted, abused and needy. These funds help to rehabilitate their basement into a teen-friendly space for use in our Women and Children's Program. Orphan Grain Train 601 W Phillip Ave Norfolk NE 68702 311614650 501(c)(3) 10000 Adopt an Orphanage program Lutheran Heritage Foundation 51474 Romeo Plank Road Macomb MI 48042 383106702 501(c)(3) 10000 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). Ascension Lutheran Church 8811 Saint Joe Rd Fort Wayne IN 46835 320040693 501(c)(3) 10000 The Siberian Lutheran Mission Society works to help support Siberian Lutheran brethren. Funds support the Pastoral Office in the Siberian Lutheran congregations and to purchase Communion kits, Altar ware, Bibles, VBS materials, and so forth. American Warrior Initiative 4750 S Biltmore Ln Madison WI 53718 473566126 501(c)(3) 10000 The objective of the non-profit American Warrior Initiative is to educate, encourage and inspire Americans to give back to our military. A key part of this initiative is the education platform for real estate agents and mortgage professionals. Blessings in a Backpack PO Box 950291 Pittsburgh PA 15233 261964620 501(c)(3) 10000 Blessings in a Backpack mobilizes communities, individuals, and resources to provide food on the weekends for school-aged children across America who might otherwise go hungry. Brother's Brother Foundation 1200 Galveston Ave Pittsburgh PA 15233 346562544 501(c)(3) 10000 Community organization focused on performing charity work and mission trips to benefit global health, education, infrastructure and disaster relief efforts. Restricted for shipping costs for a shipment of supplies for the LAC region of LCMS International Missions. Coalition for Christian Outreach 5912 Penn Ave Pittsburgh PA 15206 251216330 501(c)(3) 10000 The CCO is a campus ministry that partners with churches, colleges and other organizations to develop men and women who live out their Christian faith in every area of life . Disciplemakers 365 Science Park Rd State College PA 16803 251411175 501(c)(3) 10000 DiscipleMakers is a Christian campus ministry based in Pennsylvania. Their goal is to raise up the next generation of leaders for the Church by training college students in Bible study, gospel-driven discipleship, and evangelism. This grant specificaly supports groups in State College, Pa. Greater Washington County Food Bank 909 National Pike West Brownsville PA 15417 232939247 501(c)(3) 10000 To provide support of this local food pantry serving residents of Washington County, Pa. Lutheran Bible Translators PO Box 789 205 S Main St Concordia MO 64020 952630437 501(c)(3) 10000 To provide funds for their Mekane Yesus Seminary Bible translation training project in Ethiopia. Lutheran Camp Association PO Box 229 Arcadia MI 49613 381869458 501(c)(3) 10000 To support Camp Arcadia - a Lutheran Camp located on Lake Michigan who provide a setting for Christian families and individuals to vacation with God, and to foster the renewal of the whole person - spirit, mind, and body - amid the beauty of God's creation and in fellowship with other Christians. Mount Calvary Lutheran Church 472 Massachusetts Ave PO Box 986 Acton MA 01720 042217891 501(c)(3) 10000 To provide support for their food pantry needs. Presbyterian Church (USA) - Newlonsburg Presbyterian Church 4600 Old William Penn Hwy Murrysville PA 15668 133462549 501(c)(3) 10000 To provide support for their "Loaves & Fishes Food Pantry" needs. Redeemer Lutheran School 700 Idaho Ave Verona PA 15147 900713163 501(c)(3) 10000 3995 Cost Clorox 360 Sprayer for COVID-19 Mitigation Supports their mission to provide a high-quality, Christ-centered, PreK - 12 education, rooted in the Holy Scriptures, and in doing so proclaim the Gospel of Christ to all. Southwinds Inc 2101 Greentree Rd Suite A 201 Pittsburgh PA 15220 251460522 501(c)(3) 10000 Southwinds, Inc. is a non-profit human service organization that provides quality residential supports and life-skills training to adults with developmental and intellectual disabilities throughout Allegheny County. St Vincent Mission PO Box 232 6369 Highway 404 David KY 41616 610961940 501(c)(3) 10000 Funds supports a community of people in Appalachia dedicated to sharing the expression of Christian Values. Iglesia Cristiana Hispana Lutheran (Redeemer Crisis Center) 2970 West 30th Street Cleveland OH 44113 341573208 501(c)(3) 9750 To provide support of the Redeemer Crisis Center by improving the spiritual, nutritional and fitness growth of financially impoverished residents in the west side of Cleveland, Ohio via food provisions, medical assistance, wellness support and summer programming. Life Choices 13633 State Route 422 Kittanning PA 16201 251482633 501(c)(3) 9500 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 Royal Redeemer Lutheran Church 11680 Royalton Rd North Royalton OH 44133 237090636 501(c)(3) 9375 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. Also supports locally the church's "Night to Shine" prom-like event at the Holiday Inn for developmentally disabled adults from surrounding group homes. Hands of Mercy 9525 Courtyard Cove Fort Wayne IN 46825 261876383 501(c)(3) 8750 To provide labor and material costs for a six room rental building in the furtherance of supporting Christian education and to sustain outreach to people with disabilities in Yambio, South Sudan. Improvements include building a brick security wall, solar power assets and rain collection items. Stepping Stone Mission Inc 2687 River Oak Dr Decatur GA 30033 452047439 501(c)(3) 8250 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. Resurrection Lutheran Church 1612 Meadow Edge Ln Spring TX 77388 746150642 501(c)(3) 8000 Funds for this project were used to promote mobility for the young and old in need through the distribution of wheelchairs, walkers and crutches in Palenque, Mexico. Train individuals in the use of these devices in order that children can attend school and adults can work and live out their lives. Mission Experience Haiti 11245 Tamarron Court Parker CO 80138 821981171 501(c)(3) 7500 It is the mission of Mission Experience to share the love of God in Jesus Christ with the people of the world and to care for orphans. In Haiti, where Voodoo is the most widely practiced religion, our mission is to share God's love with this nation and its' orphans. These funds support expanding this mission project and providing food, clothing, education, job training and shelter to an additional 50 children in the town of Croix de Bouquet. Get HOPE Global PO Box 27584 Denver CO 80227 460839256 501(c)(3) 7500 Funds to establish Microloan Funds to serve the approximately 300 impoverished women students that we anticipate will enroll in the GHG Starting and Growing Your Business biblically based business training class in Ghana. Water Mission 1150 Molly Greene Way Bldg 1605 North Charleston SC 29405 571116978 501(c)(3) 7500 Funds support trauma healing workships and safe water for refugees in Uganda. Westmoreland County Food Bank 100 Devonshire Dr Delmont PA 15626 251422682 501(c)(3) 6000 To provide support of this local food pantry serving residents of Westmoreland County, Pennsylvania. 48 0 Schedule I, Part I, Line 2 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. 0 1 0 0 0 0 0 0 0 Keith Frndak-See Schedule O President/Chairman 0 627536 0 177200 0 0 0 18525 0 21262 0 844523 0 0 Brian Hortert-See Schedule O Board Member 0 303944 0 26400 0 0 0 18525 0 23708 0 372577 0 0 Paul Brand-See Schedule O Secretary/Treasurer 0 243746 0 4300 0 0 0 16123 0 0 0 264169 0 0 Michael Falbo-See Schedule O CFO 0 196131 0 1050 0 0 0 13318 0 17835 0 228334 0 0 Tammy Young-See Schedule O Board Member 0 159423 0 1125 0 0 0 10436 0 296 0 171280 0 0 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 2020 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. 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 certain 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 ($402,150)-Assets released from restriction. Concordia Lutheran Ministries 134 Marwood Road Cabot PA 16023 205138278 Manages, oversees, and carries out the purpose of the affiliated 501(c)(3) organizations 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 Concordia Lutheran Ministries 20-5138278 0 Concordia Visiting Nurses 613 North Pike Road Cabot PA 16023 421704067 Provides home health care services PA 501(c)(3) 10 Concordia Community Support Services 47-3508524 0 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 Concordia Lutheran Ministries 20-5138278 0 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 Concordia Lutheran Ministries 20-5138278 0 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 Concordia Lutheran Health and Human Care 25-0969458 0 Good Samaritan Hospice of Pittsburgh 116 Browns Hill Road Suite 100 Valencia PA 16059 251818793 Provides inpatient and outpatient hospice services PA 501(c)(3) 10 Concordia Lutheran Health and Human Care 25-0969458 0 Concordia Tele-Caregivers 613 North Pike Road Suite A Cabot PA 16023 251881783 Provides free monitoring to homebound clients and private duty services PA 501(c)(3) 10 Concordia Community Support Services 47-3508524 0 Concordia Visiting Nurses of Ohio 613 North Pike Road Cabot PA 16023 463845269 Provides home health care services OH 501(c)(3) 10 Concordia Community Support Services 47-3508524 0 Concordia of Monroeville 4363 Northern Pike Monroeville PA 15146 251475192 Provides skilled nursing, personal care, and rehabilitation services PA 501(c)(3) 10 Concordia Lutheran Ministries of Pittsburgh 25-1818793 0 Cedars Home Health Care Services 4363 Northern Pike Monroeville PA 15146 251875508 Provides home health care services PA 501(c)(3) 10 Concordia Tele-Caregivers 25-1881783 0 Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 473508524 Provides oversight, management, and strategic planning for home and community based services PA 501(c)(3) 12 Type II Concordia Lutheran Ministries 20-5138278 0 Concordia Physicians Practice 134 Marwood Road Cabot PA 16023 473951584 Provides primary care physician services PA 501(c)(3) 10 Concordia Lutheran Ministries 20-5138278 0 Concordia Hospice of Washington 613 North Pike Road Suite B Cabot PA 16023 812448411 Provides inpatient and outpatient hospice services PA 501(c)(3) 10 Concordia Community Support Services 47-3508524 0 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 Concordia Lutheran Ministries EIN 20-5138278 0 Concordia Medical Equipment 615 North Pike Road Cabot PA 16023 204386767 Rental/sales of medical equipment and supplies PA 501(c)(3) 10 Concordia Lutheran Ministries EIN 20-5138278 0 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 Concordia Lutheran Ministries 20-5138278 0 Visiting Nurse Association of Indiana County 850 Hospital Road Suite 3000 Indiana PA 15701 237042932 Provide home health and community hospice services PA 501(c)(3) 10 Concordia Lutheran Ministries 20-5138278 0 Providence Pharmacy Services 615 North Pike Road Cabot PA 16023 223885810 Provides institutional pharmacy & consulting services. PA Concordia Providence LLC 20-5138278 Related 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 Files IRS Form 8868 for the automatic six month extension. Additional time was necessary to gather information and complete Form 990 accurately.