Skip to content
Nonprofiteer
← CONCORDIA OF MONROEVILLE

Form 990 for tax year 2023

Filed by CONCORDIA OF MONROEVILLE.

Totals

Total revenue
$13,765,356
Total expenses
$13,561,987
Contributions and grants received
$213,261
Grants paid
$807,833
Program service revenue
$13,446,736
Investment income
$47,717
Other revenue
$57,642
Total assets, end of year
$25,084,358
Total liabilities, end of year
$20,819,374
Net assets or fund balances, end of year
$4,264,984
Program services expenses (Part IX)
$12,135,084
Management and general expenses
$1,417,393
Fundraising expenses
$9,510
Program service expenses (Part III)
$12,135,084

Program services were 89.5% 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

    $1,438

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $211,823

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: RESIDENT CARE REVENUE

    total $14,409,185 · related or exempt $14,409,185 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: BENEVOLENT CARE

    total -$962,449 · related or exempt -$962,449 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $47,717 · related or exempt $47,717 · 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

  • 7c · Gain or loss

    securities $0 · other assets $0

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

    $0

  • 11d · All other revenue

    total $57,642 · related or exempt $57,642 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $57,642

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $807,833 · program services $807,833

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $7,235,824 · program services $6,470,196 · management and general $765,628 · fundraising $0

  • 8 · Pension plan contributions

    total $252,995 · program services $208,990 · management and general $44,005 · fundraising $0

  • 9 · Other employee benefits

    total $711,024 · program services $603,501 · management and general $107,523 · fundraising $0

  • 10 · Payroll taxes

    total $551,972 · program services $503,791 · management and general $48,181 · fundraising $0

  • 11a · Fees: management

    total $295,406 · program services $0 · management and general $295,406 · fundraising $0

  • 11b · Fees: legal

    total $13,910 · program services $0 · management and general $13,910 · fundraising $0

  • 11c · Fees: accounting

    total $14,063 · program services $0 · management and general $14,063 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $239,091 · program services $177,326 · management and general $52,255 · fundraising $9,510

  • 12 · Advertising and promotion

    total $19,362 · program services $0 · management and general $19,362 · fundraising $0

  • 13 · Office expenses

    total $36,244 · program services $6,064 · management and general $30,180 · fundraising $0

  • 14 · Information technology

    total $22,712 · program services $6,251 · management and general $16,461 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $456,165 · program services $456,165 · management and general $0 · fundraising $0

  • 17 · Travel

    total $11,042 · program services $5,639 · management and general $5,403 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $7,517 · program services $2,501 · management and general $5,016 · fundraising $0

  • 20 · Interest

    total $396,404 · program services $396,404 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $732,642 · program services $732,642 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $166,070 · program services $166,070 · management and general $0 · fundraising $0

  • 24a · Other expenses: Food Service Cost

    total $511,488 · program services $511,488 · management and general $0 · fundraising $0

  • 24b · Other expenses: Pharmacy & Medical Supplies

    total $810,870 · program services $810,870 · management and general $0 · fundraising $0

  • 24c · Other expenses: Maintenance Costs

    total $84,462 · program services $84,462 · management and general $0 · fundraising $0

  • 24d · Other expenses: Electronic Medical Records

    total $63,643 · program services $63,643 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $121,248 · program services $121,248 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,119,697 · end of year $1,394,737

  • 2 · Savings and temporary cash investments

    end of year $1,543,758

  • 4 · Accounts receivable

    beginning of year $894,751 · end of year $1,549,528

  • 9 · Prepaid expenses and deferred charges

    beginning of year $101,833 · end of year $192,997

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

    $26,655,062

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

    $6,315,159

  • 10c · Land, buildings and equipment, net

    beginning of year $11,224,901 · end of year $20,339,903

  • 11 · Investments: publicly traded securities

    end of year $63,435

  • 15 · Other assets

    beginning of year $80,324

  • 17 · Accounts payable and accrued expenses

    beginning of year $833,090 · end of year $1,590,124

  • 20 · Tax-exempt bond liabilities

    beginning of year $8,360,440 · end of year $7,923,828

  • 25 · Other liabilities

    beginning of year $166,361 · end of year $11,305,422

  • 27 · Net assets without donor restrictions

    beginning of year $4,061,615 · end of year $4,264,984

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Concordia of Monroeville is committed to providing high quality short-term rehabilitation, personal care and long-term nursing care to residents provided in a Christian environment.

Activities or mission (Part I)

Concordia of Monroeville strives to serve our aging community with a continuum of high-quality caregiving options, provided in a Christian environment, and to serve those with limited funds to the best of our ability.

  • Concordia of Monroeville is a life plan community located in the heart of Monroeville serving the local aging population including a 59-bed skilled nursing unit. This community provides short-term rehabilitation or long-term nursing care in a Christian environment devoted to comfort and healing. Our dedicated short-term rehabilitation team is in place to motivate, support and increase the overall functioning of each patient. Those who choose Concordia of Monroeville Long-Term Nursing Care are given the love, respect and kindness of a family member, as well as the security of being in a place designed to help them thrive. Our funding includes Medicare, Medicaid, insurance and private payers. In August 2014, Concordia Lutheran Ministries of Pittsburgh acquired 100% of the membership interest in Concordia of Monroeville, formally known as the Cedars of Monroeville. Since acquisition, many upgrades have been made to the facility including a new therapy gym. Through June 2024, Concordia served the local community by subsidizing significant costs during the year including over 11,800 resident days of Medicaid services. The total benevolent care and the difference between cost and reimbursement from the medical assistance program was $876,000. During 2023-2024, the organization has supported charitable foundations, community clubs and provided emergency outreach through local churches. There has been support for local children during the holidays and had clothing fundraisers. Financial support for food and supplies have been provided to employees during the year.

    Expenses $7,502,258 · Revenue $7,604,890

  • The Concordia of Monroeville organization includes independent living units in Monroeville, as well as 55 units in the newly acquired Bridgeville facility. These independent living residents enjoy access to both healthcare and professional services, as well as retirement amenities in these comfortable, homelike apartments. Amenities include chef-inspired dinner in restaurant-style dining room, free continental breakfast, beauty salon, worship services onsite, billiard room, library, daily activities such as bingo, exercise classes, crafts and, social gatherings with outside entertainment and transportation throughout the local community. The outdoor area is a wonderful space for visiting with family and participating in the numerous daily activities. Concordia strives for affordable pricing for the residents while also serving the community by providing benevolent care to residents that cannot afford the market rates. Concordia strives to be a vital part of these communities by being an active member of the South Fayette Chamber of Commerce and Monroeville Chamber of Commerce and participating in most community activities like South Fayette Community Day, Bunny Hop in the Park, Earth Cleanup Week, and their Thanks for Giving Event. The organization also gives back to these wonderful communities, by donating to local service departments and schools.

    Expenses $153,696 · Revenue $253,412

  • In addition to the Concordia of Monroeville location which includes an 87-bed personal care unit, the organization purchased Concordia of Bridgeville in May 2024. The Bridgeville campus includes a 200-unit personal care and 100-unit memory care. The buildings on both campuses include various floor plan options with a caring staff that invokes a family feeling with an environment designed for comfort and assistance with activities of daily living, such as bathing and personal hygiene, mobility assistance, preparation of meals, activities, laundry and spiritual care. It is our goal to enable residents to age in place in personal care before moving to skilled nursing by offering five levels of care. Through June 2024, Concordia served the local community by providing benevolent care to residents with the difference between cost and payments from residents totaling $140,000. The organization has provided donations to other non-profits for various charities. Concordia has hosted a trick-or-treat, Easter egg hunt social and Christmas parties opened residents. The residents have also made cookies and projects for local schools and churches. The organization has also sponsored the Washington Wild Things baseball team and PA chapter of the Alzheimer's Association, as well and hold Alzheimer Walks on campus.

    Expenses $4,479,130 · Revenue $5,850,850

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brian Hortert

    PRESIDENT/CHAIR- SEE SCHEDULE O

    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

    SECRETARY/TREASURER - SEE SCHEDULE O

    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

  • Melissa Sullivan

    NHA

    Total calculated
    $176,917
    From this org
    $153,845
    From related orgs
    $0
    Other
    $23,072
    Hours/week
    44 + 1 related

    Schedule J breakdown matched by us

    Base
    $145,595
    Bonus
    $8,250
    Other
    $0
    Deferred
    $8,617
    Nontaxable benefits
    $14,455
    Filer's total
    $176,917

  • Phil Ricci

    BOARD MEMBER - SEE SCHEDULE O

    Total calculated
    $165,860
    From this org
    $0
    From related orgs
    $154,713
    Other
    $11,147
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,063 related
    Bonus
    $0 + $7,650 related
    Other
    $0
    Deferred
    $0 + $10,868 related
    Nontaxable benefits
    $0 + $278 related
    Filer's total
    $0 + $165,859 related

  • Hope Rouda

    BOARD MEMBER - SEE SCHEDULE O

    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

  • Elana Staschak

    FORMER BOARD MEMBER

    Total calculated
    $137,109
    From this org
    $0
    From related orgs
    $129,341
    Other
    $7,768
    Hours/week
    0

  • Randy Glasser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ryan Lynch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rita Windsor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Alsing

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Rehkopf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Reverand Ronald Breight

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

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
All board members of Concordia of Monroeville 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 4
Affiliates including Concordia Lutheran Health and Human Care (EIN 25-0969458) and Concordia Lutheran Ministries of Pittsburgh (EIN 27-0209886) participate 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 2023 the following participants were enrolled in the plan: Michael Falbo, Brian Hortert, Hope Rouda, Phil Ricci.

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

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

    Related · INSTITUTIONAL PHARMACY · PA · 0% owned

    Directly controlled by CONCORDIA PROVIDENCE LLC

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202541269349302484

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.