2017-05-12T10:08:27-07:00 2016-06-30 990 2015-07-01 205138266 Concordia Lutheran Ministries Foundation CONC 7243521571 134 Marwood Road Cabot PA 160232299 Kim Young CFO 7243521571 2017-05-12 2015 2021-01-29 14:40:06Z Keith Frndak CEO 134 Marwood Road Cabot PA 16023 65938852 0 X www.concordialm.org X 2006 PA Concordia Lutheran Ministries Foundation's primary exempt purpose is to raise and receive funds in furtherance of the mission and purposes of affiliate 501(c)(3) organizations and to provide support for community 501(c)(3) organizations through Angel Tear Ministries. See Part III Line 1 for further explanation. 13 7 0 122 0 0 26881097 25032695 226585 297451 4406750 5979661 12180 821 31526612 31310628 1399654 2239700 0 0 0 0 0 0 334289 795017 1143970 2194671 3383670 29331941 27926958 109410544 120102085 565870 641893 108844674 119460192 X 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 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) and Good Samaritan Hospice of Pittsburgh (EIN 25-1818793), each of which is a registered 501(c)(3) organizations and to provide support for 501(c)(3) organizations through Angel Tear Ministries. 0 0 2239700 1773488 670 These expenses are donations and grants given through our Angel Tear program. The Angel Ministries Fund was established for the purpose of assisting 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. These expenses also include travel costs related to the oversight of such programs. Donations of $670 were received to the Angel Tear Ministries Fund. 202091 0 202091 These expenses are donations to our affiliate organizations in support of the mission and purpose of the organizations by increasing the quality of care and quality of life in a Christian environment for all those we serve. Donations of $202,091 were received by Concordia Lutheran Ministries Foundation on behalf of our affiliate organizations. 184153 0 94690 These expenses are the support offered to Concordia Lutheran Health and Human Care (EIN 25-0969458) from the Good Samaritan Endowment Fund, the organization's charitable care fund, to help cover the cost of benevolent care for residents with financial needs. $94,690 in donations were received and restricted to the Good Samaritan Endowment Fund. 105000 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 geographic "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. 105000 0 0 2730944 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 13 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X Kim Young 7243521571 134 Marwood Road Cabot PA 16023 X Rande Casaday Board Member 1 1 X 0 0 0 Paul Brand-See Schedule O Board Member 1 44 X 0 244878 38656 Michael Falbo-See Schedule O Board Member 1 44 X 0 89028 15500 Rev Jamison Hardy Board Member 1 3 X 0 0 0 Stephen Johnson Board Member 1 1 X 0 0 0 Don Olmstead Board Member 1 1 X 0 0 0 Robert Schmidt Board Member 1 2 X 0 0 0 Rev Douglas Spittel Board Member 1 1 X 0 0 0 Tim Temple-See Schedule O Board Member 1 44 X 0 49806 7996 James Wolf Board Member 1 2 X 0 0 0 Tammy Young-See Schedule O Board Member 1 44 X 0 86555 5696 Michael Fiffik Board Member 1 2 X 0 0 0 Peter Fisher Board Member 1 3 X 0 0 0 William Giallombardo Board Member 1 44 X 0 137673 12023 Thomas Kibel Board Member 1 1 X 0 0 0 Kim Young-See Schedule O Treasurer 1 44 X X 0 178525 36610 Keith Frndak-See Schedule O President/Chairman 1 49 X X 0 630065 70313 0 1416530 186794 0 0 1 1 SEI Private Trust Company 1 Freedom Valley Drive PO Box 1100 Oaks PA 19456 Investment fees 225305 1 17587 0 142918 24190089 0 682101 0 25032695 General Donations 561000 202091 202091 0 0 Endowment Fund Donations 561000 94690 94690 0 0 Angel Tear Donations 561000 670 670 0 0 0 0 0 0 297451 2096457 2096457 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 38455992 0 34572788 0 3883204 0 3883204 3883204 0 0 56257 142918 55436 821 0 821 0 31310628 6277112 0 821 2239700 2239700 11750 11750 294213 294213 254447 254447 31357 275 31082 19833 19833 101 101 488 488 2230 2230 7231 7231 6441 6441 1876 1876 Affiliate Donations 386244 386244 0 0 Scholarships 105000 105000 0 0 Indirect Fundraising Expenses 12045 0 0 12045 Miscellaneous Expenses 10714 0 3394 7320 3383670 2730944 318437 334289 127122 1049364 75252 55915 192702 177188 100985 14809 86985 86176 108928483 118733442 109410544 120102085 484712 476366 43323 63277 37835 102250 0 0 0 0 565870 641893 X 101848373 113568370 96554 239569 6899747 5652253 108844674 119460192 109410544 120102085 X 27926958 -10372088 0 0 0 -6939352 X 0 1 X 1 0 X X X 11 Concordia Lutheran Health and Human Care 250969458 9 0 216924 0 Good Samaritan Hospice of Pittsburgh 251818793 9 0 78116 0 Concordia of Monroeville 251475192 9 0 39360 0 Concordia Lutheran Ministries of Pittsburgh 270209886 9 0 20905 0 Concordia Tele-Caregivers 251881783 9 0 20828 0 Concordia Visiting Nurses 421704067 9 0 4550 0 Rebecca Residence dba Concordia at Rebecca Residence 250974311 9 0 3430 0 Concordia of Ohio 611682165 9 0 1203 0 Concordia Physician Practice 473951584 9 0 57 0 Cedars Home Health Services 251875508 9 0 0 0 Concordia of Hospice Washington 812448411 9 0 0 0 11 385373 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 Concordia Physician Practice (EIN 47-3951584) and Concordia Hospice of Washington (EIN 81-2448411) were 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 78500 0 78500 0 0 0 0 0 0 0 0 0 22485 14809 7676 0 0 0 0 86176 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. Generally, tax returns for years ended June 30, 2013, and thereafter remain subject to examination by federal and state tax authorities. Golf Classic 109880 72909 36971 0 3281 19480 9629 0 0 Purse Gala 56308 44023 12285 0 0 15634 0 300 0 2 32987 25987 7000 0 206 5908 0 0 997 199175 142919 56256 0 3487 41022 9629 300 997 55435 821 1 Compassion International 12290 Voyager Parkway Colorado Springs CO 80921 362423707 501(c)(3) 515248 To provide sponsorship, including educational, basic needs, and pastoral guidance through sharing the Gospel, to 1,204 registered children in Kenya and Ethiopia. Pittsburgh Area Lutheran Schools 1261 Pennsylvania Avenue Oakmont PA 15139 251716013 501(c)(3) 205000 To provide scholarships for the PALS schools (three K-8; ten preschools) including a severely financially distressed summer school for inner city children of Pittsburgh, Pennsylvania. Lutheran Church Missouri Synod 1333 S Kirkwood Road St Louis MO 63122 430658188 501(c)(3) 153417 To provide support of the Mobile Medical Van project in Kyrgyzstan; to optimize opportunities for Concordia University System students preparing for a career in the medical field to work alongside Mercy Medical Team staff; to support LCMS congregations in the greater St Louis area in engagement with underserved neighborhoods of Ferguson & College Hill; to construct a five-classroom schoolhouse with office & kitchen in rural India; to partner with local schools & churches in Cambodia in installing drinking water wells; to provide underwriting support for students' community service initiatives in conjunction with the 2016 LCMS Convention; to provide support for seminarians undertaking mission work in both Sri Lanka & the Dominican Republic; to provide support of Concordia University (Ann Arbor) students through support of the LCMS English District; to provide support of the Wittenberg Project, an academic curriculum in conjunction with the 500th anniversary of the Reformation. St Luke Lutheran Church 330 Hannahstown Road Cabot PA 16023 256009871 501(c)(3) 124000 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; to facilitate operations of the LINC program serving the poor and unemployed in the Natrona Heights/Brackenridge suburbs of Pittsburgh; to provide underwriting support of the church school's fundraising auction for scholarships. Unity Lutheran Community Missions 7825 1/2 Hamilton Avenue Pittsburgh PA 15208 251207804 501(c)(3) 85000 351 cost monthly security system service To provide labor and material support of the Children's Outreach Ministry which provides meals, tutoring support and spiritual guidance to children in the Homewood neighborhood of Pittsburgh, Pennsylvania; to provide for capital improvements, utility and food support to the church and its outbound ministry; to provide chaplaincy support to the church allowing its pastor to minister to area nursing homes and hospitals. Redeemer Evangelical Lutheran Church 750 Moss Avenue Chico CA 95926 941565134 501(c)(3) 80000 To provide material support and spiritual care for orphans and vulnerable children in Kenya via Diakonia Compassionate Ministry in Kisumu, Kenya. Pioneer Camp & Retreat Center Inc 9324 Lake Shore Road Angola NY 14006 161379995 501(c)(3) 60170 To support the Campership Assistance program and provide eligible student campers from the surrounding region the opportunity to experience Confirmand Camp at this lakeside retreat camp. Lighthouse Foundation 1302 E Cruikshank Road Butler PA 16002 251547324 501(c)(3) 60000 To provide support of a housing transition program that provides assistance to those in need of housing; to provide support of a food cupboard ministry accessible to those in need; to provide support of a low-income vehicle ownership program that helps eligible residents purchase a low-cost reliable vehicle. Lutheran Hour Ministries 660 Mason Ridge Center Dr St Louis MO 63141 430653365 501(c)(3) 55000 To provide support of programs, including the radio program "The Lutheran Hour," which proclaim the Gospel and help churches proclaim the Gospel to those who need Christ. Fuller Center Disaster Rebuilders 10 Arrowhead Road Danvers MA 01923 263704583 501(c)(3) 52000 To provide labor and material costs for a team of "blitz builders" to rehab a neighborhood in suburban New Orleans damaged by Hurricane Katrina; to provide labor and material costs for a team of "blitz builders" to construct reliable housing in rural West Virginia in order to help attract schoolteachers to this remote area. Lutheran World Relief 700 Light Street Baltimore MD 21230 132574963 501(c)(3) 51000 To provide support of the Quilt & Kit Shipping Fund to pay the shipping of LWR-produced quilts to poor and disenfranchised peoples of India, Tanzania and Angola. First Trinity Evangelical Lutheran Church 535 North Neville Street Pittsburgh PA 15213 251041254 501(c)(3) 50000 To provide material resources and counseling support services, including Christian outreach, for a targeted homeless population of Pittsburgh, Pennsylvania, as well as to provide support of the Operation Christ on Campus program of the downtown Pittsburgh area by expanding Gospel outreach programs to college/university students in a defined urban center. Hosanna Industries 109 Rinard Lane Rochester PA 15074 251626784 501(c)(3) 45000 To provide material support for the labor construction program consisting of home rehabilitation and repair for needy residents of southwestern Pennsylvania; to underwrite a student summer staffing program to provide Christian youth with hands-on experiential education. Martin Luther Chapel & Christian School 4100 Terrace Avenue Pennsauken NJ 08109 216006190 501(c)(3) 40000 To provide scholarships to Lutheran day school students in order to expand enrollment and ensure academically worthy students facing financial hardship can continue to access Christian-based education. Redeemer Crisis Center Iglesia Hispana 2970 West 30th Street Cleveland OH 44113 341573208 501(c)(3) 37500 To provide support of the 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. LAMP Ministry Inc PO Box 480167 New Haven MI 48048 432009311 501(c)(3) 30000 To support the Lutheran Christian Children's outreach program to enhance reach to schools and villages in the Northern U.S. and Western Canada; and to provide first-year training support for an additional missionary pilot in order to deliver service to remote areas of Western Canada. Community Health Clinic of Butler County 103 Bonnie Drive Butler PA 16002 204852135 501(c)(3) 29250 To provide offered dental services and updates of medical equipment at the clinic to assist residents of Butler County, Pennsylvania in need of medical, dental and diabetes support. Philadelphia Lutheran Ministries PO Box 297 Broomall PA 19008 232959256 501(c)(3) 28650 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; to support pastoral and vicar care; to purchase church audio and promotional materials. All Saints Lutheran Church Campus Ministry 351 South Main Street Slippery Rock PA 16057 251348654 501(c)(3) 25000 To support the Friendship Family campus ministry program between the church, Slippery Rock University and Grove City College by sharing the Gospel of Jesus Christ and supplying food and medical provisions to international students and their families. Stepping Stone Mission Inc 748 Gary Road NW Atlanta GA 30318 452047439 501(c)(3) 25000 To provide support and ministry to homeless men, women and children using Luther's Small Catechism in Atlanta, Georgia. Upbring 8305 Cross Park Drive Austin TX 78754 741109745 501(c)(3) 25000 To provide general support of the 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. Winfield Township Volunteer Fire Company 200 Brose Road Cabot PA 16023 251541065 501(c)(3) 25000 To provide underwriting support toward a new fire engine and hose for the company whose geographic jurisdiction includes the Concordia of Cabot campus. Resurrection Lutheran Church 1612 Meadow Edge Lane Spring TX 77388 746150642 501(c)(3) 23900 To build solar panels and a functional water well at an orphanage in Belize, South America for underprivileged families and providing whole-life discipleship for families, students and the community. Central American Lutheran Missions Society 200 North Kirkwood Rd Suite 200 Kirkwood MO 63122 760605535 501(c)(3) 22250 To provide mission and discipleship equipping for educators, community leaders and pastoral workers in Belize, South America. Lutherlyn PO Box 355 Prospect PA 16052 250984609 501(c)(3) 20000 To provide sponsorship of summer campers in support of the organization's mission to provide a week of Christian summer camp to all interested campers regardless of their ability to pay. Pittsburgh Urban Christian School 809 Center Street Pittsburgh PA 15221 251405301 501(c)(3) 20000 To provide scholarship assistance for financially challenged yet academically capable students attending this Christian-intensive private school in the inner city of Pittsburgh, Pennsylvania. Associated Lutheran Missions Inc PO Box 3190 McKeesport PA 15134 251893762 501(c)(3) 11104 To provide support to the Pittsburgh inner city Lutheran mission for the KidZone Extreme tutoring and mentoring camp in the Lutheran tradition; to provide support of Hope House, a pregnancy support program for inner-city women of McKeesport, Pennsylvania. Catalina Lutheran Church 15855 North Twin Lakes Dr Tucson AZ 85739 860473060 501(c)(3) 10000 To provide support for the Operation Barnabas program, a military chaplaincy outreach program in conjunction with the Lutheran Church-Missouri Synod. Catholic Charities of Pittsburgh 212 9th St Pittsburgh PA 15222 251326213 501(c)(3) 10000 To provide support for transitional housing, case management, life skills training, employment assistance, and basic needs items to individuals and families struggling with homelessness. Cherry City Volunteer Fire Company 309 Davis Ave Pittsburgh PA 15209 256067504 501(c)(3) 10000 To support general operating expenses of this suburban Pittsburgh volunteer fire company as a Christmas gift. Christ Lutheran School 400 Barclay Ave Pittsburgh PA 15221 251466904 501(c)(3) 10000 To provide tuition assistance and support toward a chapel renovation project to this church-based Lutheran school in the Forest Hills suburb of Pittsburgh. Creation Science Fellowship of Pittsburgh PO Box 99303 Pittsburgh PA 15233 251558323 501(c)(3) 10000 To provide support toward the International Conference on Creationism, held every four years and attracts over 300 participants, a forum where researchers come together to present and discuss their latest research. Cross Roads 2310 Haymaker Rd Monroeville PA 15146 251196393 501(c)(3) 10000 To provide general operating support for the Cross Roads Food Pantry, a community outreach program uniting people of all faiths to serve Monroeville residents who are in need of food and other necessities. Dakota Boys & Girls Ranch 7151 15th St South Fargo ND 58104 450333670 501(c)(3) 10000 To support this residential ranch's mission of helping at-risk children and their families succeed in the name of Christ through residential treatment facilities in Minot, Bismarck, and Fargo; and thrift stores in eight locations throughout North Dakota. DiscipleMakers 365 Science Park Road State College PA 16804 251411175 501(c)(3) 10000 To assist the mission of helping to fulfill the Great Commission of Christ by establishing indigenous churches among the unsaved, unreached and unengaged peoples of the world. ECHO Inc 17391 Durrance Road North Ft Myers FL 33917 237275283 501(c)(3) 10000 To provide support of education of 35 teaching farmers around the world to know how to be more effective in producing enough to meet the needs of their families and their communities. Faith Lutheran School 3925 E 5th St Tucson AZ 85711 860117386 501(c)(3) 10000 To support tuition assistance and scholarship in order to help this LCMS-affiliated church school increase its racial, ethnic and academic diversity. Families for Effective Autism Treatment So Nevada 7055 Windy St Suite B Las Vegas NV 89119 880214362 501(c)(3) 10000 To provide support of educational and marketing programs for families on the autism spectrum to better assist and empower them. Food For the Poor Inc 6401 Lyons Rd Coconut Creek FL 33073 592174510 501(c)(3) 10000 To provide Christmas campaign support of this multinational NGO specializing in providing food, shelter, water and materials to the world's poorest people. Global Lutheran Outreach 6709 Ficus Dr Miramar FL 33023 201993000 501(c)(3) 10000 To help Lutheran churches worldwide help equip missionaries for service; assist in developing their support network and channeling of gifts; help with the logistics of relocation and with ongoing orientation; and provide ongoing missionary care, including training, language learning, medical insurance, and emergency evacuation. Hands of Mercy 9525 Courtyard Cove Fort Wayne IN 46825 261876383 501(c)(3) 10000 To provide labor and material costs for two classroom renovations in the furtherance of supporting Christian education. It's About the Warrior Foundation 133 Woodcrest Rd Butler PA 16002 454944662 501(c)(3) 10000 To assist and empower tri-state area (Western PA, Eastern OH, Northern WV)post 9/11 veterans and their families with financial, educational, recreational, or therapeutic needs. John Krauland Jr Foundation 4098 Gibsonia Rd Gibsonia PA 15044 256275892 501(c)(3) 10000 To assist in providing scholarships to Knoch High School (Pennsylvania) graduates who are attending a four-year college or university. A student must show outstanding achievement in school, participation in a high school sport, and involvement in his or her church to be eligible for this scholarship. Northern Butler Co Feed My Sheep Food Cupboard 324 N Main St Slippery Rock PA 16057 251630068 501(c)(3) 10000 To provide support for food cupboard replenishment in advance of the holiday season at this local food pantry serving northern Butler County, Pennsylvania. Pine Valley Bible Camp 504 Chapel Dr Ellwood City PA 16117 251270330 501(c)(3) 10000 To provide support of Kids Camp, which introduces unchurched, underprivileged children to the love of Jesus Christ and the new life He offers. This is accomplished through competitions, activities: Bible hour, evening activities, evening chapel, and cabin devotions. Pittsburgh Area Lutheran Ministries 535 North Neville Street Pittsburgh PA 15213 651234532 501(c)(3) 10000 To provide support 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. Plum Food Pantry 81 Sandune Dr Pittsburgh PA 15239 201734784 501(c)(3) 10000 To provide operating support for this church-based food pantry in suburban Pittsburgh which is a feeder pantry from the Greater Pittsburgh Food Bank. Pregnancy Resource Center of the South Hills 101 Drake Rd Suite A Pittsburgh PA 15241 264099950 501(c)(3) 10000 To provide operating support of a non-profit care clinic providing free medical services and accurate information on all options regarding unplanned pregnancy. Redeemer Lutheran School 700 Idaho Ave Verona PA 15147 900713163 501(c)(3) 10000 To provide tuition assistance scholarships to this private Lutheran school serving children in Preschool through Grade 12. Southwinds Inc 2101 Greentree Rd Suite A-201 Pittsburgh PA 15220 251460522 501(c)(3) 10000 To provide general support of a residence for developmentally challenged persons in the community, while enhancing their quality of life and offering opportunities for specialized programs, social involvement, and independence. St Paul Lutheran Church 30 Prospect Street New Hartford CT 06057 342173460 501(c)(3) 10000 To provide unrestricted support of the Hands of Grace program administered at St. Paul Lutheran Church, a program to assist area residents impacted by trauma or life situations with temporary basic needs assistance. Three Rivers Rowing Association 300 Waterfront Dr Pittsburgh PA 15222 251544798 501(c)(3) 10000 To provide support of the Association's Adaptive Rowing and First Row programs to assist those with physical disabilities and new to the sport of rowing. United Way of Butler County 184 Pittsburgh Road Butler PA 16001 251005187 501(c)(3) 10000 To provide support of the Butler Emergency Relief Initiative which helps low-income homeowners pay their utility bills during cold-weather months. Veterans Leadership Program of Western PA 2934 Smallman St Pittsburgh PA 15201 251434643 501(c)(3) 10000 To provide support of Operation Back Home, which assists veterans in transitioning to their return environments in the scope of employment training, financial literacy and provides housing, employment, and other supportive services to service members, Veterans and their families. 54 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. X X 0 1 0 0 0 0 0 0 0 Keith Frndak-See Schedule O President/Chairman 0 502721 0 75100 0 52244 0 64787 0 5526 0 700378 0 0 Paul Brand-See Schedule O Board Member 0 229421 0 100 0 15356 0 38646 0 0 0 283523 0 0 Kim Young-See Schedule O Treasurer 0 156793 0 5100 0 16632 0 27450 0 9159 0 215134 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. 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 (EIN 25-0969458) and Concordia Visiting Nurses (EIN 42-1704067) 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. In the calendar year 2015 the following participants were enrolled in the plan and contributions, which will fully vest in four years from the contribution date, were made on their behalf in 2015. Keith Frndak, CEO ($47,562), Paul Brand, CFO (2015)($22,729), Kim Young CFO (2016)($16,034), William Giallombardo ($3,074). 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. Form 990, Part III, Line 1 In addition to supporting related organizations and supporting outside organizations through the Angel Tear Program, planned giving seminars are offered, free of charge, throughout the year to those in the community wishing to learn more about estate planning. Concordia Lutheran Ministries Foundation (CLMF) also provides Christmas gifts and program supplies to the Unity Lutheran Church After-school Program. Unity After-school Program is an outreach ministry in Homewood/McKees Rocks, PA. In addition to the fifty-five Christmas gifts donated for the children, financial assistance was provided to the program for preparing after-school dinners for the children and one paid chaplaincy staff deaconess volunteers at Unity one-day a week to help/assist with the after-school ministry. CLMF also pays the monthly service charge for Unity's security system and paid for the repairs of the building's roof. Additionally, sponsorships are provided to local organizations for their fund raising events. Donations in the amount of $386,244 were distributed from CLMF to affiliated facilities and service lines during the year ending June 30, 2016, in support of providing quality care for those served by Concordia Lutheran Ministries (EIN 20-5138278) subsidiaries. This included fundraising events that netted over $39,000 for Camp Erin, a bereavement camp for children through Good Samaritan Hospice of Pittsburgh (EIN 25-1818793) and $184,153 in subsidies released from the Good Samaritan Endowment Fund to provide care for those who can no longer afford it at our Concordia Lutheran Health and Human Care facilities (EIN 25-0969458). 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 final approval over all of the organization's board of directors' decisions and actions. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared internally. The document is then reviewed by the Chief Financial Officer and others on the accounting management team. The board of directors received draft copies of the 990, prior to filing, in order to provide questions, comments, and feedback. Questions and comments are addressed accordingly. 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 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 on Line 15 are performed by affiliate organization, Concordia Lutheran Health and Human Care , EIN 25-0969458 for those persons listed in Part VIII and on Schedule J. Form 990, Part VI, Section C, Line 19 Concordia Lutheran Ministries (EIN 20-5138278) publishes an annual report that summarizes the financial operations of the organization and its affiliates which is mailed to all of its constituents and is available to the public upon request. 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. Form 990, Part XI, Line 9 ($7,023,904)-Funds transferred to Concordia Lutheran Ministries (EIN 20-5138278). ($75,393)-Reconcile present value of gift annuities. $159,945-Temporarily restricted donations recorded to temporarily restricted net assets. Concordia Lutheran Ministries 134 Marwood Road Cabot PA 16023 205138278 To manage, oversee, and carry out the purpose of the affiliated 501(c)(3) organizations PA 501(c)(3) 509(a)(3) N/A 0 Concordia Lutheran Health and Human Care 134 Marwood Road Cabot PA 16023 250969458 To provide skilled nursing, personal care, independent living, and rehabilitation services PA 501(c)(3) 509(a)(2) Concordia Lutheran Ministries 20-5138278 0 Concordia Visiting Nurses 613 North Pike Road Cabot PA 16023 421704067 To provide home health care services PA 501(c)(3) 509(a)(2) Concordia Community Support Services 47-3508524 0 Concordia Lutheran Ministries of Pittsburgh 1300 Bower Hill Road Pittsburgh PA 15243 270209886 To provide skilled nursing, personal care, independent living services, and rehabilitation services PA 501(c)(3) 509(a)(2) Concordia Lutheran Ministries 20-5138278 0 Concordia of Ohio 970 Sumner Parkway Copley OH 44321 611682165 To provide healthcare and retirement services in Ohio OH 501(c)(3) 509(a)(2) Concordia Lutheran Ministries 20-5138278 0 Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 To provide skilled nursing, personal care, and rehabilitation services PA 501(c)(3) 509(a)(2) Concordia Lutheran Health and Human Care 25-0969458 0 Good Samaritan Hospice of Pittsburgh 3500 Brooktree Road Wexford PA 15090 251818793 To provide inpatient and outpatient hospice services PA 501(c)(3) 509(a)(2) Concordia Lutheran Health and Human Care 25-0969458 0 Concordia Tele-Caregivers 613 North Pike Road Suite A Cabot PA 16023 251881783 To provide free monitoring services to homebound clients to ensure that they are up and well PA 501(c)(3) 509(a)(1) Concordia Community Support Services 47-3508524 0 Concordia Visiting Nurses of Ohio 613 North Pike Road Cabot PA 16023 463845269 Home Health Services OH 509(a)(2) Concordia Community Support Services 47-3508524 0 Concordia of Monroeville 4363 Northern Pike Monroeville PA 15146 251475192 To provide skilled nursing, personal care, and rehabilitation services PA 501(c)(3) 509(a)(2) Concordia Lutheran Ministries of Pittsburgh 25-1818793 0 Cedars Home Health Care Services 4363 Northern Pike Monroeville PA 15146 251875508 Home health services PA 501(c)(3) 509(a)(2) Concordia Tele-Caregivers 25-1881783 0 Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 473508524 Provide oversight, management, and strategic planning PA 501(c)(3) 509(a)(3) Concordia Lutheran Ministries 20-5138278 0 Concordia Physicians Practice 134 Marwood Road Cabot PA 16023 473951584 Provide primary physician services PA 501(c)(3) 509(a)(2) Concordia Lutheran Ministries 20-5138278 0 Concordia Hospice of Washington 613 North Pike Road Suite B Cabot PA 16023 812448411 in-home and in-patient end of life care PA 501(c)(3) PENDING 509(a)(2) PENDING Concordia Community Support Services 47-3508524 0 Providence Pharmacy Services 615 North Pike Road Cabot PA 16023 223885810 To provide institutional pharmacy and consulting services PA Concordia Providence LLC 20-5138278 Related 0 0 0 0 0 Concordia Medical Equipment 615 North Pike Road Cabot PA 16023 204386767 Rental/sales of medical equipment and supplies PA Concordia Lutheran Ministries 20-5138278 C 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 Filed IRS Form 8868 for the automatic three month extension and the additional three month extension. Additional time was necessary to gather information and complete the Form 990 accurately.