2021-05-11T14:36:06-07:00 2020-06-30 990 2019-07-01 421704067 CONCORDIA VISITING NURSES CONC 7243526200 613 North Pike Road Cabot PA 160232215 Tammy Young CFO 7243526200 2021-05-11 2019 2022-09-23 18:48:47Z Martin J Trettel 613 North Pike Road Cabot PA 16023 39412726 0 X concordiavn.org X 2006 PA Health care delivery and management: Provide community based programs, services, and facilities to seniors and disabled and ill persons in their homes. Includes nursing, therapy, home health aide, medical social work, and related services. 10 8 549 14 0 0 1930 715957 37241242 38599102 -8159 33304 5131 29147 37240144 39377510 9390 7002 0 0 24485589 25773169 0 0 0 7227423 7347948 31722402 33128119 5517742 6249391 10942134 16976306 2905957 8190738 8036177 8785568 The mission is to deliver quality home health services, in good faith and to minister to the unique needs of each individual with respect, dignity, and compassion. We serve with direct care services, community-based programs, disease management programs and spiritual care. We also support member 501(c)(3) organizations with distributions of $5,500,000. For fiscal year ending 06/30/2020, a total of $47,029 in services was rendered as benevolent care. 0 0 25334607 7002 38661553 Concordia Visiting Nurses (CVN) program service accomplishments are driven by the core mission to provide excellent in-home health services to those who need them, in a faithful environment. CVN is part of a large continuum of care striving to succeed with an aging-in-place philosophy by providing a wide breadth of services in the home, preventing rehospitalization, enhancing home safety and monitoring chronic disease states. During the fiscal year ending June 30, 2020, approximately 15,376 patients were served across thirteen counties in Western Pennsylvania with an average daily census of 2,731. A total of approximately 305,801 visits (including 5,165 non billable visits associated with spiritual care, nutrition, etc.) were completed by various disciplines. The non reimbursed cost of the non billable spiritual care visits was $112,257 for the fiscal year. Additionally, as part of the prevention efforts for the deterioration of existing health conditions, CVN provides Tele-Health monitoring free of charge to patients with chronic diseases like congestive heart failure. Tele-Health monitoring is a non billable service that costs the agency $421,763.00 annually. Tele-Health has also been utilized to provide additional monitoring for COVID-19 positive patient vital sign trending. In response to the pandemic, the Tele-Health program has expanded to include Tele-Video visits in order to provide collaborative care with physicians. In April 2020, the agency purchased an additional 50 monitors that included the virtual visit technology. CVN has also been working with our partner hospitals to provide Tele-Video visits during the public health emergency. On January 31, 2020, acting HHS Secretary Alex Azar first declared a public health emergency following the World Health Organization's recognition of the novel strain of coronavirus, COVID-19, as a pandemic. In response to this coronavirus outbreak, the state and federal governments have taken preventative or protective actions, such as imposing restrictions on travel and business operations and advising or requiring individuals to limit or forego their time outside of their homes. Daily high-level leadership meetings were established to assess and provide guidance to staff through every changing regulation surrounding the pandemic. Throughout the pandemic, education and guidance related to best practices and CDC protocol was provided by our corporate compliance team. This allowed our frontline workers to remain safe and able to provide quality care to many COVID affected patients and families. Employees were awarded a daily appreciation bonus for each shift worked. Even with decreased census when surrounding hospitals shut down, there were no layoffs as a result of the pandemic. A call center was established to call any current or referred patients even if they were declining visits to ensure there wasn't an exasperation of symptoms to avoid rehospitalizations. The agency worked with a corporate purchasing team to ensure appropriate levels of personal protective equipment (PPE), laboratory equipment, tests and other related COVID response items were purchased to provide care is the safest way possible. The agency purchased $106,394 of PPE. CVN serves residents in the following counties; Allegheny, Armstrong, Beaver, Butler, Greene, Lawrence, Westmoreland, Washington and parts of Clarion, Fayette, Indiana, Mercer and Venango counties. Over the last year, the agency has been working to achieve accreditation through the Accreditation Commission for Health Care (ACHC). The initial survey was completed in May 2020 with completion of the accreditation process in July 2020. By pursuing and achieving accreditation, CVN has demonstrated that it meets the standards for quality and is committed to pursuing excellence. This accreditation represents the highest level of accreditation that can be given to an organization and shows our organization's substantial conformance to the ACHC standards. CVN employs a team of Transitional Nurse Liaisons who serve the community by providing a variety of information, screenings, speaking topics on healthy living and disease prevention. They also team up with CVN nurses, and social workers to provide Health Chats. Each month our Transitional Nurse Liaisons schedule and attend several community gatherings to discuss our "Concordia Visiting Nurses Healthy Topic" of the month at health fairs, community speaker programs and events. Due to the pandemic many of these events were held virtually. Our goal is to reach as many people as possible in the community to promote wellness and teach prevention. Ideally, we would like to prevent the deterioration of existing health conditions and identify and teach early intervention for exacerbations of diseases and careful management to prevent hospitalizations. In providing screenings, we are attempting to be proactive in the early diagnosis and treatment of chronic disease conditions. Any senior adult with questionable screening results or symptoms are always referred to their physician for further testing and treatment and timely follow-up occurs with the senior by a member of our team. We are receptive to and always looking for ways to enhance Concordia's exposure throughout the community. These free education and screening events are conducted at a variety of apartments, housing centers, senior centers, events at local malls, churches, civic centers, and other health care facilities. 964 flu shots were provided by CVN to employees and to the community at several Flu Clinics which were held at various sites across our service area during the 2019-2020 fiscal year. During the 2019-2020 fiscal year, the following (but not limited to) organizations have received direct financial support from CVN through donations and sponsorships of various events: ACMH Foundation, Alzheimer's Association, American Cancer Society, Armstrong County Health Care Consortium, Butler County Healthcare Consortium, Butler Health System Foundation, Center for Hope, CLM Foundation-Charitable Fund, CLM Foundation-Concordia at Villa St Joseph, CLM Foundation-GSH Purse Gala, Community Health Center, Concordia Haven Apartments - Veteran's Luncheon, County of Butler Children & Youth Agency, Faith Restorations, Heritage Valley Beaver Foundation, Hero's Angels, Inter Church Food Bank, Knoch Cross-Country Booster Association, Knoch Softball Boosters, Knoch Track and Field Boosters, Meals on Wheels, Ohio Valley Wine and Dine Celebration, St Clair Hospital, St Luke Lutheran Church, Terry George Fund, Washington Health System Foundation, We Care Street Outreach. Total donations and sponsorships made during fiscal year ended 6/30/20, equated $38,933. Additional funding via distributions to 501(c)(3) member hospital systems at a total of $5,500,000 have expanded like-minded mission within the geographical communities we serve. Many employees of CVN volunteer their time to serve at the Annual Summer Festival (July 2019) and Octoberfest (October 2019), both of which are sponsored by Concordia Lutheran Health and Human Care and are open to the public as a way of providing entertainment, food and refreshments and a feeling of community. Employees of CVN were given the opportunity to participate in several mission events organized by the parent company Concordia Community Support Services. These are part of our ongoing Mission Committee that was formed to organize opportunities for employees to serve the community. In the summer of 2019, CVN employees partnered with Freeport High School to assist with their Blessings in a Backpack program. This program supplies the families of children on the free lunch program with groceries during the summer months when school is not in session. Our employees worked in teams which picked up groceries from Walmart and filled 20-25 bags with the non-perishable items and dropped off the completed bags at the school. There were three food packing days that fell in the fiscal year ending June 30, 2020. A Servant Day/House Build was held on Sept 21, 2019 when employees partnered with St Luke Lutheran Church to construct the frame for a 1,500 square foot house. The team was assisted by the Center for Community Resources from Butler, PA and Crossroads Mission-Help Build Hope from Louisville, KY. Other service opportunities available that day were making fleece blankets for Ronald McDonald House, sewing dresses for girls in Tanzania, making greeting cards for Military families, preparing dry soup mix for local food pantries. For the Christmas 2019 season, employees received the Christmas wish lists of 24 children through a partnership with Butler County Children and Youth. Employees purchased gifts and wrapping paper to give to the families in the program. In March 2020, CVN participated in a clothing drive for the homeless in Washington County. These events are some of the ways we serve God by providing for the needs of His people. 0 0 0 25334607 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 53 0 1 549 1 0 0 0 0 0 0 0 0 X 10 8 1 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X Tammy S Young 7243526200 613 North Pike Road Suite B Cabot PA 160232215 X Keith Frndak - see Schedule O Board Chairman 5 45 X X 0 725675 23110 Martin Trettel - see Schedule O Board Member/President/CEO 40 5 X X 243398 0 22570 Arthur Thompson Physical Therapist 40 0 X 192104 0 27412 Kay Frndak-Suder Former Board Member 0 45 X 0 155358 10628 Tammy Young CFO 36 9 X 0 138937 9327 Natalie McKay Former Board Member 0 45 X 0 131863 8571 George Yarrington Registered Nurse 40 0 X 127721 0 8311 Cristina Keller Physical Therapist 40 0 X 117673 0 15445 Hope Rouda Former Board Member 0 45 X 0 119030 8267 Christopher Zielinski Physical Therapist 40 0 X 113962 0 5137 Mark Bayha Physical Therapist 40 0 X 106296 0 6918 Kimberly Kepple CNO 42 3 X 61694 35384 12940 Misty Ingram COO 40 5 X 0 101682 6975 Karen McCreary COO until 5/23/19 0 0 X 92471 0 6294 Dr Elliot Smith Board Vice Chairman 1 1 X X 0 0 0 Dr Mario Fatigati Board Member 1 0 X 0 0 0 Bryan Randall Board Member 1 1 X 0 0 0 Ken DeFurio Board Member 1 1 X 0 0 0 Norm Mitry Board Member 1 1 X 0 0 0 Mike Flanagan Board Member 1 0 X 0 0 0 Karen Bray Board Member 1 1 X 0 0 0 Rodney Louk Board Member 1 1 X 0 0 0 1055319 1407929 171905 7 1 1 0 HCHB Holdings LLC Homecare Homebase LLC 6688 N Central Expressway Suite 800 Dallas TX 75206 Point of Care Software 363734 Capestrani Consulting LLC Proforma Advertising Concepts 207 Thornwood Drive Butler PA 16001 Printing Services 164670 Aegis Therapies Inc 1000 Fianna Way Mail Drop 2761 Fort Smith AR 729192761 Contracted Therapy Services 117342 3 0 0 0 2876 712506 575 0 715957 Home Health Care Services 621610 38646131 38646131 0 0 Benevolent Care 621610 -47029 -47029 0 0 0 0 0 0 38599102 43393 43393 0 0 0 0 0 0 0 0 0 0 0 0 0 25127 0 35216 0 -10089 -10089 -10089 0 0 0 Other Income 621610 29147 29147 0 0 0 0 0 0 29147 39377510 38661553 0 0 7002 7002 421047 421047 20630327 17392717 3237610 1031434 874180 157254 2053130 1689229 363901 1637231 1366494 270737 873131 873131 2062 2062 585700 585700 1502027 806067 695960 116879 116879 575112 277366 297746 574273 382327 191946 647532 543927 103605 1080545 1053705 26840 9719 3153 6566 339579 285246 54333 112034 112034 Pharmacy & Medical Supplies 475542 475542 0 0 Other Supplies 147965 22760 125205 0 Equipment Rental 99165 96705 2460 0 Storage Expense 40588 0 40588 0 166095 58187 107908 33128119 25334607 7793512 0 2464000 6705909 6915598 8764489 207243 150258 3209762 1854112 1355293 1355650 10942134 16976306 1938558 2234250 738012 1017378 4694500 229387 244610 2905957 8190738 X 8036177 8785568 0 0 8036177 8785568 10942134 16976306 X 6249391 0 0 0 0 -5500000 X 0 1 X 1 0 X 4630 2235 1855 1930 715957 726607 28580321 33503249 33981116 37241242 38599102 171905030 28584951 33505484 33982971 37243172 39315059 172631637 172631637 22670 1256 10663 64983 43393 142965 22670 1256 10663 64983 43393 142965 62664 0 0 5131 29147 96942 28670285 33506740 33993634 37313286 39387599 172871544 0.99861 0.99892 0.00083 0.00064 X Schedule A, Part III, Line 1 Column (e) Fiscal Year Beginning in 2019 includes a Government Grant of $712,506 which was a Stimulus Payment from the CARES Act Provider Relief Fund. Schedule A, Part III, Line 12 The Other Income received in the fiscal year beginning in 2014 was miscellaneous income. The Other Income received in the fiscal year beginning in 2015 was management contracted services. The Other Income received in the fiscal year beginning in 2018 and 2019 was miscellaneous income. 0 0 0 0 0 0 0 0 149762 62463 87299 0 3054210 1791649 1262561 0 5790 0 5790 1355650 0 Due to Affiliates 244610 244610 X 39377510 0 0 0 0 0 39377510 0 0 0 39377510 33128119 0 0 0 0 0 33128119 0 0 0 33128119 Schedule D, Part X, Line 2 The Organization is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code (Code) and has been recognized as tax exempt under Section 501(a) of the Code. Accordingly, no provision for income taxes has been provided. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Organization and recognize a tax liability or asset if the Organization has taken an uncertain position that more likely than not would be sustained upon examination by the Internal Revenue Services (IRS). The Organization has concluded that as of June 30, 2020 and 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability, asset, or disclosure in the financial statements. Generally, tax returns for years ended June 30, 2017, and thereafter remain subject to examination by federal and state tax authorities. X X 0 1 0 0 0 0 0 0 0 Keith Frndak - see Schedule O Board Chairman 0 573625 0 152050 0 0 0 18200 0 4910 0 748785 0 0 Martin Trettel - see Schedule O Board Member/President/CEO 213529 0 8150 0 21720 0 15966 0 6603 0 265968 0 0 0 Arthur Thompson Physical Therapist 189749 0 2355 0 0 0 13375 0 14037 0 219516 0 0 0 Kay Frndak-Suder Former Board Member 0 149058 0 6300 0 0 0 10124 0 505 0 165987 0 0 Natalie McKay Former Board Member 0 125813 0 6050 0 0 0 8571 0 0 0 140434 0 0 Karen McCreary COO until 5/23/19 92470 0 0 0 0 0 6080 0 214 0 98764 0 0 0 Hope Rouda Former Board Member 0 114480 0 4550 0 0 0 7763 0 504 0 127297 0 0 Schedule J, Part I All board members of Concordia Visiting Nurses serve on a purely volunteer basis. Any compensation to a board member by a related organization, reported on 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. Schedule J, Part I, Line 3 The organization reviews national and state salary surveys for various non-profit organizations. Compensation is then appropriately determined based upon experience and comparing to the benchmarks. The CEO and COO and CNO were reviewed during the fiscal year associated with this return. Schedule J, Part I, Line 4 Concordia Visiting Nurses participates in a non-qualified 457 deferred compensation plan for certain highly compensated employees. 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 2019 the following participants were enrolled in the plan: Keith Frndak, Martin Trettel, Tammy Young, Karen McCreary, Hope Rouda, Natalie McKay, Kay Frndak-Suder. Form 990, Part VI, Section A, Line 1b The independent board members are independent due to the definition of control. These members are employed by the minority members i.e. four (4) member hospitals. They serve purely on a volunteer basis. They are not compensated for their participation on the board of directors. Form 990, Part VI, Section A, Line 2 Kay Frndak-Suder, former board member is the daughter of Keith Frndak. Form 990, Part VI, Section A, Line 3 Concordia Visiting Nurses (CVN) entered into a management services agreement with Concordia Community Support Services (CCSS) on 9/1/15. CCSS will perform management and policy functions and is committed to developing strong leadership so that CVN can provide the highest quality of care from nursing and therapy to specialized services such as IV therapy, wound care, palliative care, and psychiatric care, all from the comfort of the patients' home. The management services are being provided so that CVN can provide education and direct care to an aging population. CCSS will be responsible for appointment of the administrator for the agency and supervise all aspects of the operations of the home health program. Form 990, Part VI, Section A, Line 6 Concordia Community Support Services shall have 52% membership interest in Concordia Visiting Nurses and each of the four (4) hospitals; Heritage Valley Health System, Butler Healthcare Providers dba Butler Memorial Hospital, St. Clair Hospital and Washington Health System shall have 12% membership. Form 990, Part VI, Section A, Line 7a All five (5) members shall have the authority to appoint two (2) individual members to the Corporation's Board of Directors for a total of 10 members. Form 990, Part VI, Section A, Line 7b The five (5) members have reserved powers, the exercise of which shall require the approval of eighty-eight percent (88%) of the membership interest of the Corporation. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared and reviewed by the accounting department for Concordia Community Support Services. The document is then reviewed by the CFO. The board is sent draft copies of the 990 prior to filing, in order to provide questions, comments, and feedback. Questions and comments are addressed accordingly. Upon board approval the final 990 is submitted to the taxing authorities. A copy of the final 990 is made available to all board members. Form 990, Part VI, Section B, Line 12c The corporate compliance officer attends at least 1 (one) board meeting a year. All officers, directors or trustees, and key employees are educated on compliance policies and procedures with the corporate compliance officer. Updates on corporate compliance are addressed in scheduled meetings during the year with all staff (including management). Specific corporate compliance goals and objectives are reviewed and evaluated on an ongoing basis during the year with the corporate compliance officer. Additionally, board members are required to disclose any potential conflict of interest prior to discussion on a topic where a conflict may exist. The Board will determine if a conflict exists and act accordingly, which may include the conflicted board member recusing himself/herself from discussion and any votes related to the matter. Form 990, Part VI, Section B, Line 15 The organization reviews national and state salary surveys for various non-profit organizations. Compensation is then appropriately determined based upon experience and comparing to the benchmarks. The CEO and COO and CNO were reviewed during the fiscal year associated with this return. Form 990, Part VI, Section C, Line 19 Concordia Visiting Nurses publishes an annual report that summarizes the financial and operational accomplishments of the organization, which is forwarded to Concordia Visiting Nurses constituents and is available to the public upon request. The Concordia Visiting Nurses 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 Visiting Nurses 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, Chief Executive Officer, Concordia Lutheran Ministries and its affiliates; and Martin Trettel, Chief Executive Officer, Concordia Visiting Nurses. Form 990, Part XI, Line 9 Net Value of Distribution to members during current fiscal year ($5,500,000) Concordia Lutheran Health & Human Care 134 Marwood Road Cabot PA 16023 250969458 provide skilled nursing, personal care, independent living, and rehabilitative services PA 501(c)(3) 10 Concordia Lutheran Ministries 0 Rebecca Residence dba Concordia at Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 Provide skilled nursing, personal care, independent living, and rehabilitative services. PA 501(c)(3) 10 Concordia Lutheran Health and Human Care 0 Concordia Lutheran Ministries 134 Marwood Road Cabot PA 16023 205138278 manage, oversee, and carry out the purpose of the affiliated 501(c)(3) organizations PA 501(c)(3) 12 Type III N/A 0 Good Samaritan Hospice of Pittsburgh 116 Browns Hill Rd Suite 100 Valencia PA 16059 251818793 Provide inpatient and community hospice patient care PA 501(c)(3) 10 Concordia Lutheran Health and Human Care 0 Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 473508524 Provide oversight, management, and strategic planning PA 501(c)(3) 12 Type II Concordia Lutheran Ministries 0 Concordia Tele-CareGivers 613 North Pike Road Suite A Cabot PA 16023 251881783 Provide private duty non-medical services PA 501(c)(3) 10 Concordia Community Support Services 0 Concordia of Ohio 970 Sumner Parkway Copley OH 44321 611682165 Provide skilled nursing, personal care, independent living, and rehabilitative services OH 501(c)(3) 10 Concordia Lutheran Ministries 0 Concordia Lutheran Ministries Foundation 134 Marwood Road Cabot PA 16023 205138266 raise and receive funds for the furtherance of the mission and purposes of affiliated 501(c)(3) orgs PA 501(c)(3) 12 Type II Concordia Lutheran Ministries 0 Concordia Visiting Nurses of Ohio 613 North Pike Road Cabot PA 16023 463845269 Home Health Services OH 501(c)(3) 10 Concordia Community Support Services 0 Concordia of Monroeville 4363 Northern Pike Monroeville PA 15146 251475192 To provide skilled nursing, personal care, independent living, and rehabilitation services PA 501(c)(3) 10 Concordia Lutheran Ministries of Pittsburgh 0 Cedars Home Health Care Services 4363 Northern Pike Monroeville PA 15146 251875508 Home Health Services PA 501(c)(3) 10 Concordia Tele-CareGivers 0 Concordia Lutheran Ministries of Pittsburgh 1300 Bower Hill Road Pittsburgh PA 15243 270209886 provide skilled nursing, personal care, independent living, and rehabilitative services PA 501(c)(3) 10 Concordia Lutheran Ministries 0 Concordia Physician Practice 134 Marwood Road Cabot PA 16023 473951584 To provide primary physician services PA 501(c)(3) 10 Concordia Lutheran Ministries 0 Concordia Hospice of Washington 613 North Pike Road Suite B Cabot PA 16023 812448411 Provide inpatient and community hospice patient care PA 501(c)(3) 10 Concordia Community Support Services 0 Concordia of Florida 4100 E Fletcher Avenue Tampa FL 33613 371869372 Provide skilled nursing, personal care, independent living, and rehabilitative services FL 501(c)(3) 10 Concordia Lutheran Ministries 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 0 Providence Pharmacy Services 615 North Pike Road Cabot PA 16023 223885810 Provides institutional pharmacy services and consulting as the limited partnership PA Concordia Providence LLC Related 0 0 0 0 1 1 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 Additional time was needed to gather information and complete the Form 990. Extension was submitted electronically and approved by the IRS on 10/20/2020.