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Nonprofiteer
← CONCORDIA TELE CAREGIVERS

Form 990 for tax year 2022

Filed by CONCORDIA TELE CAREGIVERS.

Totals

Total revenue
$1,357,889
Total expenses
$1,284,859
Contributions and grants received
$3,707
Grants paid
$0
Program service revenue
$1,349,354
Investment income
$4,828
Other revenue
$0
Total assets, end of year
$505,412
Total liabilities, end of year
$96,982
Net assets or fund balances, end of year
$408,430
Program services expenses (Part IX)
$982,199
Management and general expenses
$302,660
Fundraising expenses
$0
Program service expenses (Part III)
$982,199

Program services were 76.4% 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

    $3,432

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $275

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Home Care Services

    total $1,349,354 · related or exempt $1,349,354 · 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 $4,828 · related or exempt $4,828 · 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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $670,881 · program services $562,986 · management and general $107,895

  • 8 · Pension plan contributions

    total $27,255 · program services $21,091 · management and general $6,164

  • 9 · Other employee benefits

    total $69,828 · program services $59,044 · management and general $10,784

  • 10 · Payroll taxes

    total $56,978 · program services $48,519 · management and general $8,459

  • 11a · Fees: management

    total $193,365 · program services $193,365 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $42,646 · management and general $42,646

  • 11g · Fees: other

    total $89,640 · program services $13,968 · management and general $75,672

  • 12 · Advertising and promotion

    total $6,221 · management and general $6,221

  • 13 · Office expenses

    total $20,904 · program services $3,040 · management and general $17,864

  • 14 · Information technology

    total $15,673 · program services $8,611 · management and general $7,062

  • 16 · Occupancy

    total $16,723 · program services $14,118 · management and general $2,605

  • 17 · Travel

    total $3,847 · program services $1,171 · management and general $2,676

  • 19 · Conferences, conventions and meetings

    total $133 · program services $15 · management and general $118

  • 22 · Depreciation, depletion and amortization

    total $4,824 · program services $4,048 · management and general $776

  • 23 · Insurance

    total $8,073 · program services $6,775 · management and general $1,298

  • 24a · Other expenses: Equipment Rental

    total $31,339 · program services $31,339 · management and general $0 · fundraising $0

  • 24b · Other expenses: Recruitment

    total $1,158 · program services $0 · management and general $1,158 · fundraising $0

  • 24c · Other expenses: Service Charges

    total $2,815 · program services $0 · management and general $2,815 · fundraising $0

  • 24d · Other expenses: Pharmacy & Medical Supplies

    total $204 · program services $204 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $22,352 · program services $13,905 · management and general $8,447

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $117,883 · end of year $129,836

  • 4 · Accounts receivable

    beginning of year $186,342 · end of year $155,738

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,132 · end of year $1,035

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

    $44,137

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

    $30,461

  • 10c · Land, buildings and equipment, net

    beginning of year $9,717 · end of year $13,676

  • 15 · Other assets

    beginning of year $146,593 · end of year $205,127

  • 17 · Accounts payable and accrued expenses

    beginning of year $109,750 · end of year $30,738

  • 25 · Other liabilities

    beginning of year $17,517 · end of year $66,244

  • 27 · Net assets without donor restrictions

    beginning of year $335,400 · end of year $408,430

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

Concordia Private Care has faithfully been offering top-quality non-medical services to people in the communities we serve. Many people who are ill or elderly need short or long-term assistance with normal day-to-day tasks. Our staff of personal caregivers undergoes continual training in the best ways to provide these types of services, customizing them to individual needs, with the patients independence, comfort, and safety in mind. Such tasks include but aren't limited to; assistance with bathing and dressing, ambulation (walking) and transfers, medication reminders, feeding, live-in companionship (24-hour care available).

Activities or mission (Part I)

Our Mission is 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.

  • The mission of Concordia Tele CareGivers dba Concordia Private Care (CPC) is 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. Approximately 656 consumers were served across five counties in Western Pennsylvania. A total of 30,754 visits, equating to 35,263 hours of care, were delivered by our staff. We serve those over 65 in the community in order to help them age in place in their home as safely as possible. Our staff of caregivers helps their consumers with functions of everyday living including, but not limited to: bathing, grooming, toileting, light housekeeping, laundry, grocery shopping, and meal preparation. Our consumers are referred to us from a wide variety of sources. These individuals are often nursing home eligible for their level of care. Our staff of caregivers provides Personal Assistance Services to this group of consumers. Our organization also accepts referrals from the VA to assist veterans who have been approved for in-home services including home support and personal care. Our administrative staff provides education to the community by speaking at different engagements on topics regarding senior independence. The CPC Private Duty Manager and the CPC Service Coordinators have addressed different consumer groups located at Concordia Continuing Care Retirement Communities within Butler and Allegheny County. Our goal is to educate the community we serve, in the tools available to help them stay in their homes as safely as possible for as long as possible. We have continued to offer and arrange contracted spiritual visits for our consumers that were provided by Concordia Visiting Nurses at no added cost. Total sponsorships during the fiscal year were $1,311. The following local community organizations were supported through sponsorships: BC3 Education Foundation, Inc., Butler Catholic School, Butler County Soccer Association, Butler County Symphony Association, Butler Football Boosters, Butler Health System Foundation Ladies Night Sponsor, Center Township Athletic Association (CTAA), Christ Lutheran Church-Pittsburgh, Community Health Center, Greensburg Central Catholic, Healing Hunger Beaver County, Park Police Association of Westmoreland County, Redeemer Lutheran School, Saxonburg Area Baseball Association (SABA), Saxonburg Arts Festival, Saxonburg Fine Art, Saxonburg Light Up Night Parade, Saxonburg Spartans, and St Mark's Lutheran Church Gala & Art Show. Employees of CPC were given the opportunity to participate in several mission events organized by the Concordia Mission Committee: Backpack Blessings: Aug-Sept 2022: Concordia Employees in PA and FL locations donated a total of 274 backpacks filled with school supplies for unhoused and underserved children ages 5-12 in partnership with Midwestern Intermediate Unit IV. St. Luke Lutheran Church House Build & Servant Day: Sept 2022: Concordia employees donated approx 80 volunteer hours to build frames of a home to be donated to family in need, and perform various other activities for items that will be donated to communities and groups in need. Angel Tree: Dec 2022: Employees purchased and wrapped Christmas Gifts for children who are experiencing homelessness in partnership with PA Education for Children & Youth Experiencing Homelessness-28 children were sponsored by employees at 15 different Concordia locations. Bed Build & Bedding Drive Mission: Feb 2023: Employee volunteers donated approx 70 volunteer hours to build bed frames to be distributed to families in need in Butler and Beaver counties. Lighthouse Foundation Food Pantry Distribution and Pantry Clean-Up: April 2023: Employee volunteers distributed food items to the families who utilize the pantry-approx 42 volunteer hours; and Employee volunteers cleaned The Lighthouse food pantry to ready it for the next distribution-approx 16 volunteer hours. Lighthouse Foundation Can Opener Collection Drive: April 2023: Collection drive to provide manual can openers to the Lighthouse food pantry-approx. 20 can openers were purchased by Concordia employees and donated to The Lighthouse Foundation. VOICe Bedding Collection Drive: April 2023: Collection drive to provide bed linens and mattresses for VOICe's emergency shelter. Concordia donated 30 new twin mattresses-Employees donated four large bags full of bedding. Greater Pittsburgh Community Food Bank and Knoch School District (Saxonburg, Pa.) Drive-up Food Distribution: June 2023: Employee volunteers assisted with drive-thru food distribution which addresses family food insecurity during summer months when children lose access to school provided meals. These Mission Events, sponsorships, and donations are some of the many ways we serve God by providing for the needs of His people.

    Expenses $978,991 · Revenue $1,354,182

  • The Concordia Tele-Caregivers program is a free program available to any person in the Concordia service territory. Clients of the program are contacted via telephone each weekday morning by a volunteer just to ensure that the client is awake, functioning and able to answer their phone. During the phone conversation, we ensure that the client has taken steps to eat breakfast as well as take all directed medications. If the client does not answer their phone at their assigned time, action steps are taken to ensure that someone is reached who can either confirm the client's whereabouts or can go to the client's home to ensure that they are safe. This program provides additional comfort in one's home, and can give family members of elderly relatives living alone an additional sense of comfort. During the fiscal year ended June 30, 2023, 8 clients were provided with daily phone calls by a total of 3 volunteers. The Tele-Caregivers program was dissolved at the end of January 2023.

    Expenses $3,208

As filed on the 2022 return.

Listed in Part VII

  • Keith Frndak- see Schedule O

    Former Chairman

    Total calculated
    $853,480
    From this org
    $0
    From related orgs
    $820,321
    Other
    $33,159
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $637,671 related
    Bonus
    $0 + $182,650 related
    Other
    $0
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $13,334 related
    Filer's total
    $0 + $853,480 related

  • Martin Trettel - see Schedule O

    Board Chairman/President

    Total calculated
    $356,092
    From this org
    $0
    From related orgs
    $329,107
    Other
    $26,985
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,960 related
    Bonus
    $0 + $42,675 related
    Other
    $0 + $24,472 related
    Deferred
    $0 + $19,208 related
    Nontaxable benefits
    $0 + $7,777 related
    Filer's total
    $0 + $356,092 related

  • Kay Frndak-Suder - see Schedule O

    Board Member

    Total calculated
    $232,587
    From this org
    $0
    From related orgs
    $218,179
    Other
    $14,408
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,660 related
    Bonus
    $0 + $17,050 related
    Other
    $0 + $16,469 related
    Deferred
    $0 + $13,879 related
    Nontaxable benefits
    $0 + $529 related
    Filer's total
    $0 + $232,587 related

  • Tammy Young - see Schedule O

    Board Member/Secretary/Treasurer

    Total calculated
    $225,910
    From this org
    $0
    From related orgs
    $212,480
    Other
    $13,430
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,998 related
    Bonus
    $0 + $17,775 related
    Other
    $0 + $12,707 related
    Deferred
    $0 + $13,128 related
    Nontaxable benefits
    $0 + $302 related
    Filer's total
    $0 + $225,910 related

  • Misty Ingram - see Schedule O

    Board Member

    Total calculated
    $168,680
    From this org
    $0
    From related orgs
    $147,379
    Other
    $21,301
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,104 related
    Bonus
    $0 + $10,275 related
    Other
    $0
    Deferred
    $0 + $10,105 related
    Nontaxable benefits
    $0 + $11,196 related
    Filer's total
    $0 + $168,680 related

  • Elizabeth Coe - see Schedule O

    Board Member

    Total calculated
    $121,095
    From this org
    $0
    From related orgs
    $113,378
    Other
    $7,717
    Hours/week
    1 + 44 related

  • Connor Hagey - see Schedule O

    Board Member

    Total calculated
    $115,077
    From this org
    $0
    From related orgs
    $97,113
    Other
    $17,964
    Hours/week
    1 + 44 related

  • Becky Bloom

    Board Member

    Total calculated
    $104,102
    From this org
    $0
    From related orgs
    $97,182
    Other
    $6,920
    Hours/week
    1 + 44 related

  • Kristin Laboda - see Schedule O

    Board Member until December 2022

    Total calculated
    $92,037
    From this org
    $0
    From related orgs
    $85,898
    Other
    $6,139
    Hours/week
    1 + 44 related

  • Julie Spirnock - see Schedule O

    Board Member

    Total calculated
    $78,723
    From this org
    $0
    From related orgs
    $73,910
    Other
    $4,813
    Hours/week
    1 + 44 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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 Tele CareGivers 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.
Schedule J, Part I, Line 4
Concordia Tele CareGivers 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 2022 the following participants were enrolled in the plan: Keith Frndak, Martin Trettel, Tammy Young, Kay Frndak-Suder, Elizabeth Coe, Misty Ingram and Becky Bloom.

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

    Related · Provides institutional pharmacy services and consulting as the limited partnership · PA · 0% owned

    Directly controlled by Concordia Providence LLC

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202431299349300828

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