Form 990 for tax year 2023

Totals

Total revenue

$108,137,574

Total expenses

$8,911,694

Contributions and grants received

$24,247,541

Grants paid

$424,165

Program service revenue

$10,316,005

Investment income

$73,421,928

Other revenue

$152,100

Total assets, end of year

$777,166,100

Total liabilities, end of year

$5,288,236

Net assets or fund balances, end of year

$771,877,864

Program services expenses (Part IX)

$8,036,327

Management and general expenses

$843,668

Fundraising expenses

$31,699

Program service expenses (Part III)

$8,036,327

Program services were 90.2% 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.

Mission and programs · 2023

• Concordia Lutheran Ministries (CLM) is the parent company of a network of supported organizations that provide a full senior care suite of services that include skilled nursing, inpatient rehabilitation, outpatient rehabilitation, personal care/assisted living, independent living, memory care, adult day, childcare, home care, durable medical equipment, physician services, pharmacy, and hospice services. For over 140 years, Concordia Lutheran Ministries and its supported organizations have been a place with a mission of caring, healing, and comfort provided through heartfelt Christian faith and a strong sense of service to others. The Organization, its supported organizations, and over 3,300 network employees continued to provide high quality services to the residents in its care as it has done throughout its existence, continuing its CARF accreditation for excellence, and having multiple highly related facilities by the Center of Medicare and Medicaid Services during the fiscal year. Through its ministries, the Organization and its supported organization served over 50,000 residents/patients through 22 organizations with home and community-based service organizations providing approximately half a million caregiving visits in the last year alone. Concordia's newest blessing, Concordia of Bridgeville was added to the suite of services in early 2024 and offers personal care, independent living, and memory care services to that local community through Concordia of Monroeville. Each of these organizations is operated independently by the management and board of directors of that organization. CLM does not provide management services to its supported organizations; Concordia Care Network (CCN) provides certain consulting services to the 22 supported organizations of CLM and those services are outlined in CCN's Form 990. Any description of skilled nursing, inpatient rehabilitation, outpatient rehabilitation, personal care/assisted living, independent living, memory care, adult day, childcare, home care, durable medical equipment, pharmacy, and hospice services is to illustrate the impact that the supported organization of CLM provide and are not provided to give the impression that CLM and its 22 related organizations function as a single unit. In pursuit of its mission, the Organization incurred expenses related to community benefit expenses, as well as the research and acquisition of other retirement communities, skilled nursing facilities, and personal care facilities. These expenses include legal and accounting fees, travel to facility sites, meetings related to acquisition decisions, and other research costs.

  Expenses $4,441,376 · Grants $177,956 · Revenue $6,145,403

• CLM and its supported organizations emphasize high-quality care and are committed to continuously improving it. The organization and its support organizations remain responsive to feedback, comply with all government guidelines, collaborate internally to create excellent staff education programs, promote staff leadership training, offer compliance resources on an internal online platform and more to ensure the organization's high standards are met. Effective September 2023, the Concordia Lutheran Ministries network as defined by CARF earned another Five-Year Accreditation from CARF, the Commission on Accreditation of Rehabilitation Facilities. The achievement has been the recognized benchmark of quality health and human services for more than 50 years, and it is the fifth consecutive CARF accreditation awarded to Concordia. In addition to these achievements, on any given day, you will find a multitude of activities and events happening on Concordia's campuses - live entertainment, worship services, summer picnics, Oktoberfest celebrations, Bible studies, visits with therapy animals, athletic demonstrations, a prom celebration, resident choir performances, bowling contests, and so much more. In addition to on-campus entertainment, residents and patients were able to go on more trips to local restaurants, shopping venues, entertainment options and other in-person experiences. While these group activities continued, many personal stories of faith in caring happened this year. No matter how large or small, the daily activities at all Concordia entities provide a sense of community for the organization's residents, patients and the team members who care for them. In addition to the daily activities, the organization also has a full suite of pastoral care. Pastoral care has been an integral part of Concordia since its founding in 1881. The nearly 20 devoted employees are on call for emergencies at all times, and they serve residents, patients, families, employees, and community members with empathy and kindness. From hospital calls, counseling, in-home visits, in-facility worship services, Bible studies, hymn sings, and much more, this team is a vital component of the care provided at Concordia and its supported organizations.

  Expenses $3,066,634 · Grants $246,209 · Revenue $4,170,602

• Through the Organization and it's supported organizations, the charitable mission of Concordia Lutheran Ministries was expressed in multiple ways. The Organization's supported organizations were able to provide over $3,300,000 in donations and grants to various charities in the organization's and supported organizations' local areas of operations and to individuals across the world in need. These donations and grants include support for but not limited to: soup kitchens, homeless shelters, church ministries, AIDS orphans in Africa, camps for grieving children after parental losses, and natural disaster relief. In addition to providing the donations and grants, the organization's supported organizations continued their missions by providing over $12,800,000 in benevolent care to over 600 residents who exhausted their funds while entrusted to their care. The organization is proud to say that in its over 140 year history, related facilities have never discharged a resident due to an inability to pay. In addition to providing for those in need, the organization's supported organizations offer a full suite of affordable benefits to its over 3,300 employees including a health insurance program facilitated though the organization. In addition to offering traditional benefits to its employees, the organization's supported organizations have also provided countless scholarships, gifts, and other incentives to showcase its commitment to being the employer of choice for its operating areas.

  Expenses $528,317

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

Listed in Part VII

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

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

• Concordia Ministries of New York

  $246,209

  Donation

• Concordia of Monroeville

  $177,955

  Acquisition

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.

• Concordia Lutheran Ministries Foundation

  501(c)(3) · To raise & receive funds for the futherance of the mission & purposes of affiliate 501(c)(3) orgs. · PA · controlled entity

  Directly controlled by Concordia Lutheran Ministries EIN 20-5138278

• Concordia Lutheran Health and Human Care

  501(c)(3) · To provide skilled nursing, personal care, independent living, and rehabilitation services. · PA

  Directly controlled by Concordia Care Network EIN 47-3508254

• Concordia Visiting Nurses

  501(c)(3) · To provide home health care services · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia Lutheran Ministries of Pittsburgh

  501(c)(3) · To provide skilled nursing, personal care, independent living, and rehabilitation services · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia of Ohio

  501(c)(3) · To provide healthcare and retirement living services in Ohio · OH

  Directly controlled by Concordia Care Network EIN 47-3508524

• Rebecca Residence dba Concordia at Rebecca Residence

  501(c)(3) · To provide skilled nursing, personal care, and rehabilitation services · PA

  Directly controlled by Concordia Lutheran Health and Human Care EIN 25-0969458

• Good Samaritan Hospice of Pittsburgh

  501(c)(3) · To provide inpatient and outpatient hospice services · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia Tele-Caregivers

  501(c)(3) · To provide free monitoring services to homebound clients to ensure that they are up and well · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia Visiting Nurses of Ohio

  501(c)(3) · Home Health Services · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia of Monroeville

  501(c)(3) · To provide skilled nursing, personal care, independent living, and rehabilitation services. · PA

  Directly controlled by Concordia Lutheran Ministries of Pittsburgh EIN 27-0209886

• Cedars Home Health Care Services

  501(c)(3) · Home health services · PA

  Directly controlled by Concordia Tele-Caregivers EIN 25-1881783

• Concordia Care Network dba Concordia Community Support Services

  501(c)(3) · Provide oversight, management and strategic planning · PA · controlled entity

  Directly controlled by Concordia Lutheran Ministries EIN 20-5138278

• Concordia Physician Practice

  501(c)(3) · To provide primary physician services · PA · controlled entity

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia Hospice of Washington

  501(c)(3) · In-home and in-patient end of life care · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia of Florida

  501(c)(3) · Provide skilled nursing, personal care, independent living, and rehabilitative services · FL

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia Medical Equipment

  501(c)(3) · Rental/sales of medical equipment and supplies · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Harmony Protection Group

  501(c)(3) · Provide insurance coverage to affiliated 501(c)(3) orgs · PA · controlled entity

  Directly controlled by Concordia Lutheran Ministries EIN 20-5138278

• Visiting Nurse Association of Indiana County

  501(c)(3) · Provide home health and community hospice services · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Concordia Ministries of New York

  501(c)(3) · Youth recreation services · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

• Bethlen Home of the Hungarian Reformed Federation of America dba Concordia at Bethlen

  501(c)(3) · Provide skilled nursing, personal care, independent living, rehab, home health, & hospice services · PA

  Directly controlled by Concordia Care Network EIN 47-3508524

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.

Provenance

Return type

form_990

Tax year

2023

Filed

6 May 2025

IRS schema version

2023v6.0

Source object

202531269349302843

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