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← CONCORDIA PHYSICIAN PRACTICE

Form 990 for tax year 2022

Filed by CONCORDIA PHYSICIAN PRACTICE.

Totals

Total revenue
$1,095,102
Total expenses
$1,186,470
Contributions and grants received
$132
Grants paid
$0
Program service revenue
$1,071,127
Investment income
$0
Other revenue
$23,843
Total assets, end of year
$598,322
Total liabilities, end of year
$360,520
Net assets or fund balances, end of year
$237,802
Program services expenses (Part IX)
$1,101,330
Management and general expenses
$85,078
Fundraising expenses
$62
Program service expenses (Part III)
$1,101,330

Program services were 92.8% 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

    $132

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Physicians' Office

    total $1,071,127 · related or exempt $1,071,127 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    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 $23,843 · related or exempt $23,843 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $23,843

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $883,198 · program services $883,198

  • 8 · Pension plan contributions

    total $44,983 · program services $44,983

  • 9 · Other employee benefits

    total $39,948 · program services $39,948

  • 10 · Payroll taxes

    total $60,252 · program services $60,252

  • 11c · Fees: accounting

    total $1,346 · management and general $1,346

  • 11g · Fees: other

    total $28,857 · management and general $28,795 · fundraising $62

  • 12 · Advertising and promotion

    total $789 · management and general $789

  • 13 · Office expenses

    total $1,211 · management and general $1,211

  • 14 · Information technology

    total $1,880 · management and general $1,880

  • 16 · Occupancy

    total $32,707 · program services $32,707

  • 20 · Interest

    total $368 · program services $368

  • 22 · Depreciation, depletion and amortization

    total $13,056 · program services $13,056

  • 23 · Insurance

    total $32,937 · management and general $32,937

  • 24a · Other expenses: Medical Supplies

    total $22,194 · program services $22,194 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $22,744 · program services $4,624 · management and general $18,120

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $172,728 · end of year $225,913

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $109,869 · end of year $108,509

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,188 · end of year $28,705

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

    $87,026

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

    $56,661

  • 10c · Land, buildings and equipment, net

    beginning of year $32,195 · end of year $30,365

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $204,830 · end of year $204,830

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $194,640 · end of year $360,520

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $329,170 · end of year $237,802

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

Concordia Physician Practice's charitable purpose is to support and carry out the purposes of Concordia Lutheran Health and Human Care (EIN 25-0969458) (CLHHC) and its affiliated 501(c)(3) organizations by providing medical services to residents of CLHHC as well as residents of the community in Cabot, PA regardless of their ability to pay.

Activities or mission (Part I)

The organization's charitable purpose is to support and carry out the purposes of Concordia Lutheran Health and Human Care (EIN 25-0969458) by providing medical services to its residents as well as residents of the community in Cabot, PA regardless of their ability to pay.

  • Concordia Physician Practice provides medical services to the residents of Concordia Lutheran Health and Human Care's (EIN 25-0969458) independent living, personal care, and skilled nursing and rehabilitation facilities as well as the surrounding community. The organization provides appropriate care to patients that allows them to stay in the least restrictive, least costly level of care in the Concordia continuum or within their homes as applicable, as well as allowing for at home visits to limit hospital stays for patients. The organization provides care the patients who are covered by most major insurance plans commonly accepted in the region, including Medicare and Pennsylvania Medical Assistance for the indigent. The practice's staff provides care to its patients, regardless of their ability to pay. During the fiscal year, CPP provided 12,043 service visits to resident and community members as well as $976 of benevolent care to five residents of skilled nursing, personal care, and hospice of affiliate organizations. The organization also offered a certified registered nurse pratictioner medical rotation, or internship, to a student at a local college. Through the operations of the organization, Concordia residents and the residents of the surrounding community receive quality care that increases their quality of life and their ability to stay in the least restrictive environment for the longest possible time.

    Expenses $1,101,330 · Revenue $1,071,127

As filed on the 2022 return.

Listed in Part VII

  • Keith Frndak-See Schedule O

    Chair/President

    Total calculated
    $853,480
    From this org
    $0
    From related orgs
    $820,321
    Other
    $33,159
    Hours/week
    1 + 49 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

  • Brian Hortert-See Schedule O

    Board Member

    Total calculated
    $495,005
    From this org
    $0
    From related orgs
    $460,709
    Other
    $34,296
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,401 related
    Bonus
    $0 + $58,175 related
    Other
    $0 + $28,133 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $14,471 related
    Filer's total
    $0 + $495,005 related

  • Martin Trettel-See Schedule O

    Board Member

    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

  • Michael Falbo-See Schedule O

    Secretary/Treasurer

    Total calculated
    $286,257
    From this org
    $0
    From related orgs
    $258,521
    Other
    $27,736
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,771 related
    Bonus
    $0 + $13,750 related
    Other
    $0
    Deferred
    $0 + $16,550 related
    Nontaxable benefits
    $0 + $11,186 related
    Filer's total
    $0 + $286,257 related

  • Dr Grant Shevchik

    Physician

    Total calculated
    $263,730
    From this org
    $247,350
    From related orgs
    $0
    Other
    $16,380
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,200
    Bonus
    $20,150
    Other
    $0
    Deferred
    $16,078
    Nontaxable benefits
    $302
    Filer's total
    $263,730

  • Cristen Fiffik-See Schedule O

    Board Member

    Total calculated
    $216,795
    From this org
    $0
    From related orgs
    $203,043
    Other
    $13,752
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,268 related
    Bonus
    $0 + $4,775 related
    Other
    $0
    Deferred
    $0 + $13,224 related
    Nontaxable benefits
    $0 + $528 related
    Filer's total
    $0 + $216,795 related

  • Dr Dina Dosch

    Physician

    Total calculated
    $193,452
    From this org
    $180,599
    From related orgs
    $0
    Other
    $12,853
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,824
    Bonus
    $775
    Other
    $0
    Deferred
    $11,621
    Nontaxable benefits
    $1,232
    Filer's total
    $193,452

  • 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

  • Hope Rouda-See Schedule O

    Board Member

    Total calculated
    $161,401
    From this org
    $0
    From related orgs
    $151,029
    Other
    $10,372
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $128,801 related
    Bonus
    $0 + $11,275 related
    Other
    $0 + $10,953 related
    Deferred
    $0 + $9,843 related
    Nontaxable benefits
    $0 + $529 related
    Filer's total
    $0 + $161,401 related

  • Natalie McKay-See Schedule O

    Board Member

    Total calculated
    $156,883
    From this org
    $0
    From related orgs
    $147,299
    Other
    $9,584
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,090 related
    Bonus
    $0 + $4,055 related
    Other
    $0 + $16,154 related
    Deferred
    $0 + $9,575 related
    Nontaxable benefits
    $0 + $9 related
    Filer's total
    $0 + $156,883 related

  • Stephanie Snow

    Nurse Practitioner

    Total calculated
    $136,107
    From this org
    $107,114
    From related orgs
    $0
    Other
    $28,993
    Hours/week
    40

  • Karen Beilstein-See Schedule O

    Board Member

    Total calculated
    $132,581
    From this org
    $0
    From related orgs
    $115,166
    Other
    $17,415
    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

  • Daniel McKnight

    Nurse Practitioner

    Total calculated
    $108,750
    From this org
    $101,829
    From related orgs
    $0
    Other
    $6,921
    Hours/week
    40

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, Line 3
The Executive Committee of Concordia Lutheran Ministries (Parent) (EIN 20-5138278) approves the compensation of the Chief Executive Officer (CEO) annually through his employer Concordia Care Network (CCN) (EIN 47-3508524). Compensation includes base compensation, bonuses, and other fringe benefits such as health insurance. The committee uses data from state and national associations for organizations of similar size to compare compensation. Executive Committee decisions for CEO compensation are communicated to the Chief Financial Officer. Compensation for key employees is determined by the CEO. Data from state and national associations is used for comparison purposes.
Schedule J, Part I, Line 4
Affiliates, Concordia Care Network (CCN) (EIN 47-3508524) and Concordia Lutheran Health and Human Care (CLHHC) (EIN 25-0969458) participate in a non-qualified 457 deferred compensation plan for certain highly compensated employees of the Organization. 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: Michael Falbo, Cristen Fiffik, Keith Frndak, Brian Hortert, Natalie McKay, Hope Rouda, Martin Trettel, Misty Ingram, and Tammy Young.
Schedule J, Part II
All board members of Concordia Physician Practice 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. Employment compensation for board members is as follows: Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Cristen Fiffik, General Council, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Karen Beilstein, Skilled Nursing Administrator, Concordia Lutheran Health and Human Care, Natalie McKay, Director of Human Resources, Concordia Care Network and facility based affiliates, Hope Rouda, Executive Director of Personal Care, Concordia Care Network and facility based affiliates, Misty Ingram, COO, Concordia Care Network and community based affiliates, Martin Trettel, CEO, Concordia Visiting Nurses, Brian Hortert, COO, Concordia Care Network and facility based affiliates, and Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates.

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 LP

    Related · Provides institutional pharmacy & consulting services · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Concordia Providence LLC EIN 47-3508524

Provenance

Return type
form_990
Tax year
2022
Filed
29 April 2024
IRS schema version
2022v5.0
Source object
202441219349300809

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