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Nonprofiteer
← CONCORDIA TELE CAREGIVERS

Form 990 for tax year 2023

Filed by CONCORDIA TELE CAREGIVERS.

Totals

Total revenue
$971,090
Total expenses
$911,023
Contributions and grants received
$210
Grants paid
$0
Program service revenue
$959,726
Investment income
$11,154
Other revenue
$0
Total assets, end of year
$540,606
Total liabilities, end of year
$72,109
Net assets or fund balances, end of year
$468,497
Program services expenses (Part IX)
$677,531
Management and general expenses
$233,492
Fundraising expenses
$0
Program service expenses (Part III)
$677,531

Program services were 74.4% 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 Chairman/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/Treasurer

    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
  • Kay Frndak-Suder - see Schedule O

    Board Member

    Total calculated
    $216,419
    From this org
    $0
    From related orgs
    $202,685
    Other
    $13,734
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,691 related
    Bonus
    $0 + $10,550 related
    Other
    $0 + $17,444 related
    Deferred
    $0 + $13,203 related
    Nontaxable benefits
    $0 + $531 related
    Filer's total
    $0 + $216,419 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
  • Elizabeth Coe - see Schedule O

    Board Member

    Total calculated
    $126,147
    From this org
    $0
    From related orgs
    $118,513
    Other
    $7,634
    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
  • Becky Bloom

    Board Member - see schedule O

    Total calculated
    $115,801
    From this org
    $0
    From related orgs
    $108,167
    Other
    $7,634
    Hours/week
    1 + 44 related
  • Julie Spirnock - see Schedule O

    Board Member

    Total calculated
    $72,819
    From this org
    $0
    From related orgs
    $68,366
    Other
    $4,453
    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 2023 the following participants were enrolled in the plan: 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
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202501289349300630

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