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← CONCORDIA PHYSICIAN PRACTICE

Form 990 for tax year 2023

Filed by CONCORDIA PHYSICIAN PRACTICE.

Totals

Total revenue
$1,247,924
Total expenses
$1,187,922
Contributions and grants received
$210
Grants paid
$0
Program service revenue
$1,175,178
Investment income
$0
Other revenue
$72,536
Total assets, end of year
$543,111
Total liabilities, end of year
$245,307
Net assets or fund balances, end of year
$297,804
Program services expenses (Part IX)
$1,015,469
Management and general expenses
$172,453
Fundraising expenses
$0
Program service expenses (Part III)
$1,015,469

Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $210

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Physicians' Office

    total $1,175,178 · related or exempt $1,175,178 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11d · All other revenue

    total $72,536 · related or exempt $72,536 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $72,536

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $754,787 · program services $754,787

  • 8 · Pension plan contributions

    total $36,896 · program services $36,896

  • 9 · Other employee benefits

    total $89,247 · program services $89,247

  • 10 · Payroll taxes

    total $47,568 · program services $47,568

  • 11a · Fees: management

    total $1,794 · program services $1,794

  • 11c · Fees: accounting

    total $7,374 · management and general $7,374

  • 11g · Fees: other

    total $35,420 · management and general $35,420

  • 12 · Advertising and promotion

    total $1,071 · management and general $1,071

  • 13 · Office expenses

    total $1,411 · management and general $1,411

  • 14 · Information technology

    total $2,013 · management and general $2,013

  • 16 · Occupancy

    total $36,245 · program services $36,245

  • 17 · Travel

    total $94 · program services $94

  • 20 · Interest

    total $9,076 · program services $9,076

  • 22 · Depreciation, depletion and amortization

    total $12,458 · program services $12,458

  • 23 · Insurance

    total $25,250 · management and general $25,250

  • 24a · Other expenses: Medical Supplies

    total $23,552 · program services $23,552 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $103,666 · program services $3,752 · management and general $99,914

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $225,913 · end of year $174,579

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $108,509 · end of year $118,195

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,705 · end of year $23,467

  • 10a · Land, buildings and equipment: cost or other basis

    $90,837

  • 10b · Land, buildings and equipment: accumulated depreciation

    $68,797

  • 10c · Land, buildings and equipment, net

    beginning of year $30,365 · end of year $22,040

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $204,830 · end of year $204,830

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $360,520 · end of year $245,307

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $237,802 · end of year $297,804

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Concordia Physician Practice's charitable purpose is to support and carry out the purposes of Concordia Lutheran Health and Human Care (EIN 25-0969458) (CLHHC) and its affiliated 501(c)(3) organizations by providing medical services to residents of CLHHC as well as residents of the community in Cabot, PA regardless of their ability to pay.

Activities or mission (Part I)

The organization's charitable purpose is to support and carry out the purposes of Concordia Lutheran Health and Human Care (EIN 25-0969458) by providing medical services to its residents as well as residents of the community in Cabot, PA regardless of their ability to pay.

  • Concordia Physician Practice provides medical services to the residents of Concordia Lutheran Health and Human Care's (EIN 25-0969458) independent living, personal care, and skilled nursing and rehabilitation facilities as well as the surrounding community. The organization provides appropriate care to patients that allows them to stay in the least restrictive, least costly level of care in the Concordia continuum or within their homes as applicable, as well as allowing for at home visits to limit hospital stays for patients. The organization provides care the patients who are covered by most major insurance plans commonly accepted in the region, including Medicare and Pennsylvania Medical Assistance for the indigent. The practice's staff provides care to its patients, regardless of their ability to pay. During the fiscal year, CPP provided 11,939 service visits to resident and community members as well as $627 of benevolent care to ten residents of skilled nursing, personal care, and hospice of affiliate organizations. The organization also offered a certified registered nurse practitioner medical rotation, or internship, to a student at a local college. Through the operations of the organization, Concordia residents and the residents of the surrounding community receive quality care that increases their quality of life and their ability to stay in the least restrictive environment for the longest possible time.

    Expenses $1,015,469 · Revenue $1,175,178

As filed on the 2023 return.

Listed in Part VII

  • Keith Frndak-See Schedule O

    Chair/President

    Total calculated
    $967,787
    From this org
    $0
    From related orgs
    $931,589
    Other
    $36,198
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $651,498 related
    Bonus
    $0 + $172,675 related
    Other
    $0 + $107,416 related
    Deferred
    $0 + $21,450 related
    Nontaxable benefits
    $0 + $14,748 related
    Filer's total
    $0 + $967,787 related

  • Brian Hortert-See Schedule O

    Board Member

    Total calculated
    $508,899
    From this org
    $0
    From related orgs
    $470,530
    Other
    $38,369
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,631 related
    Bonus
    $0 + $47,175 related
    Other
    $0 + $30,724 related
    Deferred
    $0 + $21,450 related
    Nontaxable benefits
    $0 + $16,919 related
    Filer's total
    $0 + $508,899 related

  • Michael Falbo-See Schedule O

    Secretary/Treasurer

    Total calculated
    $308,699
    From this org
    $0
    From related orgs
    $277,827
    Other
    $30,872
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,077 related
    Bonus
    $0 + $18,750 related
    Other
    $0
    Deferred
    $0 + $17,454 related
    Nontaxable benefits
    $0 + $13,418 related
    Filer's total
    $0 + $308,699 related

  • Cristen Fiffik-See Schedule O

    Board Member

    Total calculated
    $244,251
    From this org
    $0
    From related orgs
    $228,818
    Other
    $15,433
    Hours/week
    1 + 31 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,791 related
    Bonus
    $0 + $3,775 related
    Other
    $0 + $18,251 related
    Deferred
    $0 + $14,902 related
    Nontaxable benefits
    $0 + $531 related
    Filer's total
    $0 + $244,250 related

  • Dr Grant Shevchik

    Physician

    Total calculated
    $222,247
    From this org
    $208,483
    From related orgs
    $0
    Other
    $13,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,853
    Bonus
    $20,630
    Other
    $0
    Deferred
    $13,553
    Nontaxable benefits
    $211
    Filer's total
    $222,247

  • Dr Saied Sanjari

    Physician

    Total calculated
    $220,354
    From this org
    $210,009
    From related orgs
    $0
    Other
    $10,345
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,834
    Bonus
    $10,175
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,345
    Filer's total
    $220,354

  • Dr Dina Dosch

    Physician

    Total calculated
    $210,064
    From this org
    $197,683
    From related orgs
    $0
    Other
    $12,381
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,908
    Bonus
    $3,775
    Other
    $0
    Deferred
    $12,372
    Nontaxable benefits
    $9
    Filer's total
    $210,064

  • Misty Ingram-See Schedule O

    Board Member

    Total calculated
    $175,366
    From this org
    $0
    From related orgs
    $151,537
    Other
    $23,829
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,862 related
    Bonus
    $0 + $4,675 related
    Other
    $0
    Deferred
    $0 + $10,401 related
    Nontaxable benefits
    $0 + $13,428 related
    Filer's total
    $0 + $175,366 related

  • Natalie McKay-See Schedule O

    Board Member

    Total calculated
    $171,347
    From this org
    $0
    From related orgs
    $160,886
    Other
    $10,461
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,282 related
    Bonus
    $0 + $4,805 related
    Other
    $0 + $17,799 related
    Deferred
    $0 + $10,458 related
    Nontaxable benefits
    $0 + $3 related
    Filer's total
    $0 + $171,347 related

  • Hope Rouda-See Schedule O

    Board Member

    Total calculated
    $163,345
    From this org
    $0
    From related orgs
    $152,850
    Other
    $10,495
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,678 related
    Bonus
    $0 + $6,275 related
    Other
    $0 + $11,897 related
    Deferred
    $0 + $9,964 related
    Nontaxable benefits
    $0 + $531 related
    Filer's total
    $0 + $163,345 related

  • Stephanie Snow

    Nurse Practitioner

    Total calculated
    $143,574
    From this org
    $110,329
    From related orgs
    $0
    Other
    $33,245
    Hours/week
    40

  • Karen Beilstein-See Schedule O

    Board Member

    Total calculated
    $141,619
    From this org
    $0
    From related orgs
    $128,164
    Other
    $13,455
    Hours/week
    1 + 44 related

  • Connor Hagey-See Schedule O

    Board Member

    Total calculated
    $124,112
    From this org
    $0
    From related orgs
    $103,477
    Other
    $20,635
    Hours/week
    1 + 44 related

  • Daniel McKnight

    Nurse Practitioner

    Total calculated
    $117,316
    From this org
    $109,893
    From related orgs
    $0
    Other
    $7,423
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 Care Network (CCN) (EIN 47-3508524). 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 Care Network (CCN) (EIN 47-3508524) and Concordia Lutheran Health and Human Care (CLHHC) (EIN 25-0969458) 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 2023 the following participants were enrolled in the plan: Michael Falbo, Cristen Fiffik, Keith Frndak, Brian Hortert, Natalie McKay, Hope Rouda, and Misty Ingram.
Schedule J, Part II
All board members of Concordia Physician Practice 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: Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Cristen Fiffik, General Council, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Karen Beilstein, Skilled Nursing Administrator, Concordia Lutheran Health and Human Care, Natalie McKay, Director of Human Resources, Concordia Care Network and facility based affiliates, Hope Rouda, Executive Director of Personal Care, Concordia Care Network and facility based affiliates, Misty Ingram, COO, Concordia Care Network and community based affiliates, Brian Hortert, COO, Concordia Care Network and facility based affiliates, and Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Providence Pharmacy Services LP

    Related · Provides institutional pharmacy & consulting services · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Concordia Providence LLC EIN 47-3508524

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202541269349302844

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