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Nonprofiteer
← CONCORDIA HOSPICE OF WASHINGTON

Form 990 for tax year 2023

Filed by CONCORDIA HOSPICE OF WASHINGTON.

Totals

Total revenue
$5,278,759
Total expenses
$4,353,662
Contributions and grants received
$38,821
Grants paid
$830
Program service revenue
$5,140,053
Investment income
$99,885
Other revenue
$0
Total assets, end of year
$2,651,650
Total liabilities, end of year
$326,780
Net assets or fund balances, end of year
$2,324,870
Program services expenses (Part IX)
$3,352,808
Management and general expenses
$998,682
Fundraising expenses
$2,172
Program service expenses (Part III)
$3,352,808

Program services were 77.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Martin Trettel - see Schedule O

    Board Chair/President

    Total calculated
    $366,409
    From this org
    $0
    From related orgs
    $337,541
    Other
    $28,868
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,042 related
    Bonus
    $0 + $25,175 related
    Other
    $0 + $26,323 related
    Deferred
    $0 + $20,162 related
    Nontaxable benefits
    $0 + $8,707 related
    Filer's total
    $0 + $366,409 related

  • Tammy Young - see Schedule O

    Board Member/Secretary

    Total calculated
    $242,996
    From this org
    $0
    From related orgs
    $228,992
    Other
    $14,004
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,193 related
    Bonus
    $0 + $8,775 related
    Other
    $0 + $14,024 related
    Deferred
    $0 + $13,726 related
    Nontaxable benefits
    $0 + $278 related
    Filer's total
    $0 + $242,996 related

  • 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

  • Ronisue Lucas - see Schedule O

    Board Member until Dec 2023

    Total calculated
    $146,597
    From this org
    $0
    From related orgs
    $125,086
    Other
    $21,511
    Hours/week
    1 + 44 related

  • Kimberly Kepple - see Schedule O

    Board Member as of Jan 2024

    Total calculated
    $145,594
    From this org
    $0
    From related orgs
    $128,065
    Other
    $17,529
    Hours/week
    1 + 44 related

  • Mena Louies

    Executive Director

    Total calculated
    $145,226
    From this org
    $129,899
    From related orgs
    $0
    Other
    $15,327
    Hours/week
    43 + 2 related

  • Amy Shortall-Cardillo - see Sch O

    Board Member

    Total calculated
    $124,151
    From this org
    $0
    From related orgs
    $115,928
    Other
    $8,223
    Hours/week
    1 + 44 related

  • Kristin Laboda - see Schedule O

    Board Member

    Total calculated
    $103,311
    From this org
    $0
    From related orgs
    $96,480
    Other
    $6,831
    Hours/week
    1 + 44 related

  • Rodney Louk

    Board Vice Chair/Treasurer until Dec 2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Eric Carlson

    Board Member/Treasurer as of Jan 2024

    Total calculated
    $0
    Hours/week
    1

  • Karen Bray

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Regina Davin

    Board Member until Dec 2023

    Total calculated
    $0
    Hours/week
    1

  • Sara Schumacher

    Board Member as of Jan 2024

    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

  • 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 Hospice of Washington 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 Hospice of Washington 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 2023 the following participants were enrolled in the plan: Martin Trettel, Tammy Young, Misty Ingram, and Kimberly Kepple.

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
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202501289349300020

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