Totals
- Total revenue
- $559,009
- Total expenses
- $648,414
- Contributions and grants received
- $0
- Grants paid
- $542,411
- Program service revenue
- $0
- Investment income
- $559,009
- Other revenue
- $0
- Total assets, end of year
- $13,327,618
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $13,327,618
- Program services expenses (Part IX)
- $542,411
- Management and general expenses
- $106,003
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $542,411
Program services were 83.7% 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.
-
3 · Investment income
total $389,088 · related or exempt $389,088 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $1,688,259 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $1,518,338 · other assets $0
-
7c · Gain or loss
securities $169,921 · other assets $0
-
7d · Net gain or loss
total $169,921 · related or exempt $169,921 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $542,411 · program services $542,411
-
11f · Fees: investment management
total $106,003 · management and general $106,003
Balance sheet
Part X, book values.
-
9 · Prepaid expenses and deferred charges
beginning of year $21,443 · end of year $15,741
-
11 · Investments: publicly traded securities
beginning of year $5,472,216 · end of year $5,885,308
-
15 · Other assets
beginning of year $6,994,119 · end of year $7,426,569
-
25 · Other liabilities
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $12,487,778 · end of year $13,327,618
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
The Foundation was formed to support the operations of Rebecca Residence, a facility offering skilled nursing, personal care, independent living, and rehab/therapy services, located in Allison Park, PA.
-
Rebecca Residence Foundation (The Foundation) distributed $542,411 during the period from July 1, 2024 to June 30, 2025 in support of the operation of Rebecca Residence. Per the Funding and Indemnification Agreement between Rebecca Residence Foundation and Concordia Lutheran Health and Human Care (the sole member for Rebecca Residence), 50% of the funds disbursed to Rebecca Residence are to be designated for use at Rebecca Residence by the Foundation Board of Directors. This included $161,975 in resident subsidies, $40,000 for activities, $54,018 for landscaping at the facility, $5,225 for employee appreciation, $3,000 resident Christmas party, and $13,975 to various additonal programs. The other 50% of the funds disbursed are to be used at the discretion of Rebecca Residence.
Expenses $542,411 · Grants $542,111
As filed on the 2024 return.
Listed in Part VII
-
Phil Ricci-See Schedule O
Board Member
- Total calculated
- $172,537
- From this org
- $0
- From related orgs
- $161,729
- Other
- $10,808
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $151,579 related
- Bonus
- $0 + $10,150 related
- Other
- $0
- Deferred
- $0 + $10,515 related
- Nontaxable benefits
- $0 + $293 related
- Filer's total
- $0 + $172,537 related
-
Susan Creighton
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Adam Toncini
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Walter Reineman
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Marion Findlay
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Connor Hagey
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Alex Howson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Glenda Larson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Carey North
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Georgia Stewart
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Missy Unkovic
Board Member
- Total calculated
- $0
- Hours/week
- 1
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
To support operations
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.
-
501(c)(3) · To provide Skilled Nursing, Personal Care, and Rehabilitation services. · PA
Directly controlled by Concordia Lutheran Health and Human Care 25-0969458
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 20 April 2026
- IRS schema version
- 2024v5.0
- Source object
- 202601109349300740
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