Civic Intelligence

Concordia Lutheran Ministriesfoundation

EIN 20-5138266 • 501(c)3 • Cabot, PA

Profile

Concordia Lutheran Ministries Foundation's exempt purpose is to manage the raising, receiving, and expending of funds in furtherance of the mission statement and corporate promises of Concordia Lutheran Health and Human Care (EIN 25-0969458), Concordia Visiting Nurses (EIN 42-1704067), Concordia Lutheran Ministries of Pittsburgh (EIN 27-0209886), Rebecca Residence (EIN 25-0974311), Concordia Tele-Caregivers (EIN 25-1881783), Concordia of Ohio (EIN 61-1682165), Concordia Visiting Nurses of Ohio (EIN 46-3845269), Concordia of Monroeville (EIN 25-1475192), Cedars Home Health Services (EIN 25-1875508), Concordia Hospice on Washington (EIN 81-2448411), Concordia Physician Practice (EIN 47-3951584), Good Samaritan Hospice of Pittsburgh (EIN 25-1818793),Concordia Medical Equipment (EIN 20-4386767), Concordia of Florida (EIN 37-1869372), Visiting Nurse Association of Indiana County (EIN 23-7042932) each of which is a registered 501(c)(3) organizations and to provide support for other 501(c)(3)

134 Marwood RoadCabot, PA 16023-2299

concordialm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

5th percentile

0.02x

Higher debt load relative to revenue than 5% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Net Margin

95th percentile

59%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$905,273

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Asset Growth

84th percentile

17%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

76%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Assets

Up

$264,155,526

Up $26,464,404 (+11%) from 2023

Liabilities

Up

$597,574

Up $62,060 (+12%) from 2023

Net Assets

Up

$263,557,952

Up $26,402,344 (+11%) from 2023

Revenue

Up

$23,309,732

Up $231,867 (+1.0%) from 2023

Expenses

Up

$15,461,763

Up $1,138,122 (+7.9%) from 2023

Net Income

Down

$7,847,969

Down $906,255 (-10%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $54,935,846Liabilities 2010: $6,283,351Net Assets 2010: $48,652,4952010Assets 2011: $62,414,508Liabilities 2011: $6,098,232Net Assets 2011: $56,316,2762011Assets 2012: $70,246,433Liabilities 2012: $5,997,045Net Assets 2012: $64,249,3882012Assets 2013: $85,602,976Liabilities 2013: $798,792Net Assets 2013: $84,804,1842013Assets 2014: $90,365,075Liabilities 2014: $1,153,058Net Assets 2014: $89,212,0172014Assets 2015: $109,410,544Liabilities 2015: $565,870Net Assets 2015: $108,844,6742015Assets 2016: $120,102,085Liabilities 2016: $641,893Net Assets 2016: $119,460,1922016Assets 2017: $148,056,615Liabilities 2017: $585,625Net Assets 2017: $147,470,9902017Assets 2018: $155,424,861Liabilities 2018: $574,491Net Assets 2018: $154,850,3702018Assets 2019: $173,502,625Liabilities 2019: $752,569Net Assets 2019: $172,750,0562019Assets 2020: $177,675,939Liabilities 2020: $391,279Net Assets 2020: $177,284,6602020Assets 2021: $226,432,111Liabilities 2021: $611,759Net Assets 2021: $225,820,3522021Assets 2022: $203,900,854Liabilities 2022: $466,793Net Assets 2022: $203,434,0612022Assets 2023: $237,691,122Liabilities 2023: $535,514Net Assets 2023: $237,155,6082023Assets 2024: $264,155,526Liabilities 2024: $597,574Net Assets 2024: $263,557,9522024

Highlighted filing

2024

Assets$264,155,526
Liabilities$597,574
Net Assets$263,557,952

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $1,122,7852010Revenue 2011: $10,958,862Expenses 2011: $1,418,445Net Income 2011: $9,540,4172011Expenses 2012: $2,042,5712012Expenses 2013: $2,654,9242013Revenue 2014: $19,382,276Expenses 2014: $2,030,905Net Income 2014: $17,351,3712014Revenue 2015: $31,526,612Expenses 2015: $2,194,671Net Income 2015: $29,331,9412015Revenue 2016: $31,310,628Expenses 2016: $3,383,670Net Income 2016: $27,926,9582016Revenue 2017: $34,668,984Expenses 2017: $13,955,778Net Income 2017: $20,713,2062017Revenue 2018: $24,736,245Expenses 2018: $15,961,961Net Income 2018: $8,774,2842018Revenue 2019: $36,130,494Expenses 2019: $11,685,028Net Income 2019: $24,445,4662019Revenue 2020: $24,283,286Expenses 2020: $12,984,550Net Income 2020: $11,298,7362020Revenue 2021: $36,499,919Expenses 2021: $12,885,659Net Income 2021: $23,614,2602021Revenue 2022: $34,450,790Expenses 2022: $13,346,572Net Income 2022: $21,104,2182022Revenue 2023: $23,077,865Expenses 2023: $14,323,641Net Income 2023: $8,754,2242023Revenue 2024: $23,309,732Expenses 2024: $15,461,763Net Income 2024: $7,847,9692024

Highlighted filing

2024

Revenue$23,309,732
Expenses$15,461,763
Net Income$7,847,969

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$264$0.60$264$23.3$15.5$7.85
2023Detailed filing. Detailed filing data is available for this year.$238$0.54$237$23.1$14.3$8.75
2022Detailed filing. Detailed filing data is available for this year.$204$0.47$203$34.5$13.3$21.1
2021Detailed filing. Detailed filing data is available for this year.$226$0.61$226$36.5$12.9$23.6
2020Detailed filing. Detailed filing data is available for this year.$178$0.39$177$24.3$13.0$11.3
2019Detailed filing. Detailed filing data is available for this year.$174$0.75$173$36.1$11.7$24.4
2018Detailed filing. Detailed filing data is available for this year.$155$0.57$155$24.7$16.0$8.77
2017Detailed filing. Detailed filing data is available for this year.$148$0.59$147$34.7$14.0$20.7
2016Detailed filing. Detailed filing data is available for this year.$120$0.64$119$31.3$3.38$27.9
2015Detailed filing. Detailed filing data is available for this year.$109$0.57$109$31.5$2.19$29.3
2014Detailed filing. Detailed filing data is available for this year.$90.4$1.15$89.2$19.4$2.03$17.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.6$0.80$84.8$2.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.2$6.00$64.2$2.04
2011Summary only. Only limited summary data is available for this year.$62.4$6.10$56.3$11.0$1.42$9.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.9$6.28$48.7$1.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$130,891,173
Mission and Program Overview

Mission

The organization's exempt purpose is to manage the raising, receiving, and expending of funds in furtherance of the mission statement & corporate promises of the following 501(c)(3)'s: Concordia Lutheran Health and Human Care (EIN 25-0969458), Concordia Visiting Nurses (EIN 42-1704067), Concordia Lutheran Ministries of Pittsburgh (EIN 27-0209886), Rebecca Residence (EIN 25-0974311), Concordia Tele-Caregivers (EIN 25-1881783), Concordia of Ohio (EIN 61-1682165), Concordia Visiting Nurses of Ohio (EIN 46-3845269), Concordia of Monroeville (EIN 25-1475192), Cedars Home Health Services (EIN 25-1875508), Concordia Hospice on Washington (EIN 81-2448411), Concordia Physician Practice (EIN 47-3951584), Good Samaritan Hospice of Pittsburgh (EIN 25-1818793),Concordia Medical Equipment (EIN 20-4386767), Concordia of Florida (EIN 37-1869372), Bethlen Home of the Hungarian Reformed Federation of America (EIN 25-0981135), and Visiting Nurse Association of Indiana County (EIN 23-7042932).

The organization's primary exempt purpose is to raise and receive funds in furtherance of the mission and purposes of affiliate 501(c)(3) organizations and to provide support for community 501(c)(3) organizations through Angel Tear Ministries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$223,757,739$238,158,983▲ $14,401,244
Other Notes and Loans Receivable, Net$6,530,022$17,193,753▲ $10,663,731
Savings and Temporary Cash Investments$7,269,711$8,537,609▲ $1,267,898
Accounts Receivable$53,475$190,006▲ $136,531
Prepaid Expenses and Deferred Charges$77,634$73,175▼ $4,459
Land, Buildings, and Equipment, Net$2,541$2,000▼ $541
Total Assets$237,691,122$264,155,526▲ $26,464,404
Liabilities
Accounts Payable and Accrued Expenses$328,704$393,624▲ $64,920
Deferred Revenue$174,754$178,468▲ $3,714
Grants Payable$32,056$25,482▼ $6,574
Other Liabilities$0$0→ $0
Total Liabilities$535,514$597,574▲ $62,060
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$222,982,597$246,537,704▲ $23,555,107
Net Assets With Donor Restrictions$14,173,011$17,020,248▲ $2,847,237
Total Net Assets Fund Balance$237,155,608$263,557,952▲ $26,402,344
Total Liabilities and Net Assets / Fund Balance$237,691,122$264,155,526▲ $26,464,404

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,000$8,456$10,456
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleOtherTotal
Conor Hagey-See Schedule OBoard Member$124,112$124,112
Adam Toncini-See Schedule OBoard Member$113,331$113,331
Tim Temple-See Schedule OBoard Member$111,773$111,773

Board Members and Trustees

NameTitle
Keith Frndak-See Schedule OChair/President
Brian Hortert-See Schedule OBoard Member
Don OlmsteadBoard Member
Jim WolfBoard Member
Misty Ingram-See Schedule OBoard Member
Rande CasadayBoard Member
Rev Jamison HardyBoard Member
Rev Ronald BreightBoard Member
Robert SchmidtBoard Member
Tammy Young-See Schedule OBoard Member
Michael Falbo-See Schedule OSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
SEI Private Trust CompanyInvestment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$304,180
Revenue and Support

Revenue Composition

Contributions and Grants
$10,943,076
Program Service Revenue
$751,515
Investment Income
$11,624,465
Other Revenue
$-9,324
All Other Contributions
$1,566,204
Change in Net Assets
$7,847,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,564,256
Other Expenses$897,507
Total Fundraising Expense$235,379
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,564,256--$14,564,256
Fees for Services Management-$175,781$190,195$365,976
Fees for Service Investment Mgmnt Fees-$318,491-$318,491
Fees for Services Other-$811$19,622$20,433
Fees for Services Accounting-$14,173-$14,173
Insurance-$12,160-$12,160
All Other Expenses--$10,260$10,260
Office Expenses-$230$9,030$9,260
Conferences and Meetings-$8,166$1,051$9,217
Advertising-$6,852-$6,852
Other Expenses$0$0$4,894$4,894
Fees for Services Legal-$3,262-$3,262
Depreciation Depletion-$542-$542
Travel-$160$327$487
Total Functional Expenses$14,685,756$540,628$235,379$15,461,763
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Concordia Lutheran MinistriesCabot, PA501(c)(3)Donation to further the mission and corporate promise of Concordia Lutheran Minsitries (EIN 20-5138278) and its affiliates.$11,552,033
Compassion InternationalColorado Springs, CO501(c)(3)To provide sponsorship, including educational, basic needs, drought relief and pastoral guidance through sharing the Gospel, to sponsored children in Kenya and Ethiopia.$947,029
Concordia Lutheran Health and Human CareCabot, PA501(c)(3)Donation to further the mission and corporate promise of Concordia Lutheran Minsitries (EIN 20-5138278) and its affiliates.$542,815
Good Samaritan HospiceValencia, PA501(c)(3)Donation to further the mission and corporate promise of Concordia Lutheran Minsitries (EIN 20-5138278) and its affiliates.$127,303
Concordia Lutheran Minsitries of PittsburghPittsburgh, PA501(c)(3)Donation to further the mission and corporate promise of Concordia Lutheran Minsitries (EIN 20-5138278) and its affiliates.$125,044
Pittsburgh Area Lutheran SchoolsOakmont, PA501(c)(3)To provide scholarships for the PALS schools (three K-8; ten preschools) for those families that cannot afford tuition. Providing scholarships to families enables Lutheran schools to reach those in need as God instructed in Matthew 25:40.$67,500
Fuller Center Disaster RebuildersDanvers, MA501(c)(3)To provide labor and material costs for teams to rehab neighborhoods affected by Hurricane Ida.$50,000
Friends of PioneerAngola, NY501(c)(3)To support the Campership Assistance program which allows eligible student campers from the surrounding region the opportunity to experience Confirmand Camp at this lakeside retreat camp.$37,500
LCMS Mission AdvancementSt Louis, MO501(c)(3)Partial funds to support Alliance Missionaries - Pastors from partner churches who coordinate with the LCMS as missionaries or instructors are called Alliance Missionaries. Partial funds support Christ's Care for Children: Kenya Program - a collaboration with the Evangelical Lutheran Church of Kenya (ELCK) and the many faithful contributing congregations and members, provide a Christ-centered, loving, caring and safe environment as well as food, clothing, healthcare and access to primary school education that otherwise would be out of reach for vulnerable children throughout Kenya.$32,500
St Luke Foundation for HaitiMiami, FL501(c)(3)Funds to help bolster their Essential Medicines Fund for vulnerable patients within the Haitian healthcare system.$30,000
Shepherds Heart FellowshipPittsburgh, PA501(c)(3)This grants supports Chaplaincy and Outreach to Homeless Veterans in God's Name Project in Pittsburgh, PA.$27,500
St Luke Lutheran Church and SchoolCabot, PA501(c)(3)Assistance provided for the following programs: Encouragement baskets for new mothers or mothers that have lost a child, MobilePack volunteer program for food for starving countries, support of K-12 School within the church family.$27,500
Bethlen Home of the Hungarian Reformed Federation of AmericaLigonier, PA501(c)(3)Donation to further the mission and corporate promise of Concordia Lutheran Minsitries (EIN 20-5138278) and its affiliates.$23,286
International Lutheran Laymens League Lutheran Hour MinistriesSt Louis, MO501(c)(3)Offers acts of mercy and love to communities that are at-risk and underserved; Expand Lutheran Hour Ministries' mission outreach around the world, strengthening the opportunities for growth of the Gospel of Jesus Christ - specifically in the Middle East and Egypt.$22,500
Royal Redeemer Lutheran ChurchNorth Royalton, OH501(c)(3)To support mission work with Premiere Lutheran Church in Cap-Haitien, Haiti by significantly improving the working conditions of our Pastors and teachers, transforming the lives of the people of our community through the Word and outreach actions include education, health and well-being through self sustainability.$22,500
Community Health Clinic of Butler CountyButler, PA501(c)(3)To provide quality, accessible medical and dental care to income-eligible Butler County and surrounding community residents.$21,500
All Saints Lutheran Church and Student CenterSlippery Rock, PA501(c)(3)The purpose of the LCMSU chapter of All Saints Slippery Rock is to be that place just off campus, where students can fill their water bottle, grab a snack, and when needed connect with a campus ministry person who will hopefully become a go-to resource for students as they encounter various life challenges.$20,000
Family GuidanceCranberry Twp, PA501(c)(3)General operating support for peer mentoring through camp scholarships.$20,000
LAMP MinistryNew Haven, MI501(c)(3)For assistance in ministering to remote communities in Canada. Provides support to recruit, train and send 400 volunteer missionaries to share the gospel year-round at First Nations villages in northern Canada.$20,000
Peace with Christ Lutheran ChurchAurora, CO501(c)(3)To provide financial support of the Voice of Victory program via purchase of medical supplies, operating a medical clinic in constructing a school kitchen at the VOV center in Moshi, Tanzania.$20,000
Pine Valley CampEllwood City, PA501(c)(3)Funding for a unique camp that assists inner-city organizations and churches in providing alternatives for underprivileged youth to begin healthy and productive lives.$20,000
Faith AidAshburn, VA501(c)(3)To support the Under Five program that provides medicine and health care for children under the age of five in Kenya by expanding its physical presence where children are at most risk and provide basic medical care and sanitation.$19,000
Rebecca ResidenceAllison Park, PA501(c)(3)Donation to further the mission and corporate promise of Concordia LUtheran Minsitries (EIN 20-5138278) and its affiliates.$18,047
Haven of RestAkron, OH501(c)(3)To provide funds for Men's & Women's Dorms & Emergency Shelters provides warm meals, overnight lodging, nice clothing, and personal care items to guests who are experiencing hunger, poverty, and homelessness.$17,500
Lutheran Heritage FoundationMacomb, MI501(c)(3)To be used to drill a water well in Africa for those without access to fresh, clean water.$17,500
CNH LCMS District OfficeLivermore, CA501(c)(3)Funds to be used for Hawaii disaster relief needs.$15,000
Life ChoicesKittanning, PA501(c)(3)To provide support for a health clinic that meets the physical, emotional and spiritual needs of young men, women, and families facing unplanned pregnancies. Also Event sponsorship support$15,000
Lutherans in Medical MissionsConcordia, MO501(c)(3)Lutherans in Medical Missions (LIMM) works with local and global partners to share Christ's healing in medically underserved communities. These funds will be used to implement women's cycle of life health education in West Africa and Belize.$15,000
Water MissionNorth Charleston, SC501(c)(3)To provide support for two trauma healing programs and safe water for refugees in Northern Uganda.$15,000
Christ Lutheran ChurchPittsburgh, PA501(c)(3)To assist in the funding for a congregant to complete the four-year Ethnic Immigrant Institute of Theology (EIIT) program through Concordia Seminary of St. Louis, Missouri.$13,800
Philadelphia Lutheran MinistriesBroomall, PA501(c)(3)To assist with the launch of a freestanding LCMS church to serve the worship needs and mission works in the Northeast and Center City neighborhoods of Philadelphia and reach out to colleges and connect with need youth in the area.$13,500
Worship AnewFort Wayne, IN501(c)(3)Support for their Care Package Program that provides an opportunity for individuals to give comfort and share the Gospel with the elderly in a tangible way.$12,500
Concordia Hospice of WashingtonCabot, PA501(c)(3)Donation to further the mission and corporate promise of Concordia LUtheran Minsitries (EIN 20-5138278) and its affiliates.$11,816
Hands of MercyWilliamsburg, MI501(c)(3)Support in Yambio, South Sudan in completing the brick wall/fence around the compound with a metal gate, adding adaptive playground equipment, and begin building a 2-room classroom, pit latrine, and playground for a nearby church.$11,713
Zion Lutheran ChurchBridgeville, PA501(c)(3)Funds were to be used for assistance with Church preschool costs and a general donation in tribute to their 125th anniversary.$11,250
Lighthouse FoundationButler, PA501(c)(3)Support for the Lighthouse Foundation mission which serves unhoused and underserved persons in Butler County.$11,000
Resurrection Lutheran ChurchSpring, PA501(c)(3)To assist in training the House Parents at Hopewell Orphanage to better manage, encourage and strengthen the lives of children who have been orphaned, physically abused or sexually abused in the country of Belize. To also help provide ESL classes for pastors, community leaders, and individuals in the Plum Grove area of Houston, TX.$11,000
Als Bike DriveAllison Park, PA501(c)(3)Funds to be used for Adaptive Bikes for Children with Disabilities.$10,000
Bethel Oromo LutheranSpringfield, MA501(c)(3)Funds for a new church plant in the New England District. It serves more than 40 Oromo adults, teens and children celebrated how God has grown their community in worship and afterwards with wonderful Ethiopian food.$10,000
Bridgeville Community Food BankBridgeville, PA501(c)(3)Funds to distribute groceries to needy families in the Bridgeville community including food to meet basic nutritional needs.$10,000
Coalition for Christian OutreachPittsburgh, PA501(c)(3)To provide support for campus ministry.$10,000
Dakota Boys and Girls RanchMinot, ND501(c)(3)Funds to support the mission of Dakota Boys and Girls Ranch is to help at-risk children and their families succeed in the name of Christ.$10,000
Foster LovePittsburgh, PA501(c)(3)Support for Katie's Kitchen- who provides food and other supplies in downtown Butler, Pa for those homeless in need.$10,000
Foundation for Christian CounselingGreensburg, PA501(c)(3)Funds for professional help for clients with Anxiety, Depression, Panic disorder, PTSD, marital and family issues, addictions, or other mental health concerns.$10,000
Get HOPE GlobalDenver, CO501(c)(3)Support for training local, Ugandan Program Leaders to teach our biblically based, business training curriculum at a 3-day Train the Trainer conference.$10,000
Glade Run FoundationZelienople, PA501(c)(3)Support for their Warming Center at Butler Grace Community Wellness Center.$10,000
St John Lutheran ChurchFrisco, TX501(c)(3)To assist the organization implement a two-generational approach to interrupt the cycle of poverty for the families in their Transformational Housing Program.$10,000
St Marks Lutheran ChurchButler, PA501(c)(3)Their mission is to improve the lives of injured and disabled Law Enforcement Officers through Support, Education, Assistance and Legislative Advocacy.$10,000
Stepping Stone Mission IncAtlanta, GA501(c)(3)Supporting funds for their congregation which cherishes biblical, confessional, liturgical, and traditional worship services.$10,000
The Wounded Blue FoundationLas Vegas, NV501(c)(3)To provide support and ministry to homeless men, women and children using Luther's Small Catechism in Atlanta, Georgia by replenishing supplies of catechisms and bibles to use in training homeless men and weekly food purchases, toiletries and clothing for homeless men who are in training.$10,000
United Methodist Church UnionPittsburgh, PA501(c)(3)Support for a Food Pantry with consistent access to healthy and wholesome foods, the Northside Food Pantry Advisors has a nonsectarian mission, welcoming any person in need and helping 700 families annually.$10,000
Womens Choice NetworkPittsburgh, PA501(c)(3)To assist Women's Choice Network in offering free services to help people make informed decisions about their reproductive health.$10,000
Yahve-Jire Childrens FoundationPittsburgh, PA501(c)(3)To be used to assist the Foundation in operating a school and a children's home in Haiti serving some of the poorest and most at-risk children in the world.$10,000
HumanitriSt Louis, MO501(c)(3)Funds to be dedicated to providing gospel outreach, resettlement, and immigration services to individuals facing dire circumstances as religious asylum seekers who have escaped persecution and life-threatening situations.$9,500
Messiah for MuslimsRoselle, IL501(c)(3)-$6,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$64,018
Fundraising Gross Income$54,694
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$187,240$52,174$3,694$48,480
Power of the Purse Gala$48,836$2,520$562$1,958
Total Events$236,076$54,694$64,018$-9,324
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Concordia Lutheran Ministries (EIN 20-5138278) is the sole member of Concordia Lutheran Ministries Foundation.

Form 990, Part VI, Section A, Line 7A

The sole member, Concordia Lutheran Ministries (EIN 20-5138278), assigns the board of directors.

Form 990, Part VI, Section A, Line 7B

Concordia Lutheran Ministries (EIN 20-5138278), has certain reserves certain rights over the organization's board of directors' decisions and actions.

Form 990, Part VI, Section B, Line 11B

The Concordia Lutheran Ministries (EIN 20-5138278) board of directors maintains certain powers on the binding decisions made by the board of directors of this organization. Due to the powers maintained by the board of directors of Concordia Lutheran Ministries Foundation, it has been decided to present the Form 990 of this organization to the board of directors of Concordia Lutheran Ministries for review prior to submission of this form. Additionally, any independent board member of this organization was offered an opportunity to review the Form 990 prior to submission as well.

Form 990, Part VI, Section B, Line 12C

The corporate compliance officer attends at least one board meeting per year to educate the board members on the compliance policies, including the conflict of interest policy. Board members are required to disclose any potential conflicts of interest prior to discussion on a topic where a conflict may exist. The board will determine if the conflict exists and act accordingly, which may include the conflicted board member recusing himself/herself from discussion and any votes related to the matter.

Form 990, Part VI, Section B, Line 15

Concordia Lutheran Ministries Foundation has no employees. The processes listed in Line 15 are performed by affiliate organization, Concordia Care Network (EIN 47-3508524) for those persons listed on Part VII and on Schedule J.

Form 990, Part VI, Section C, Line 18

Concordia Lutheran Ministries Foundation Form 990 is available at guidestar.org.

Form 990, Part VI, Section C, Line 19

An annual report that summarizes the financial operations of the organization and its affiliates (including Concordia Lutheran Ministries Foundation) which is mailed to all of its constituents and is available to the public upon request. The Concordia Lutheran Ministries Foundation governing documents, conflict of interest policies, and financial statements are available to the public upon request.

Form 990, Part VII, Section A, Line 1A

All board members of Concordia Lutheran Ministries Foundation 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: Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates, Brian Hortert, COO, Concordia Care Network and facility based affiliates, Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Tammy Young, CFO, Concordia Care Network and community based affiliates, Misty Ingram, COO, Concordia Care Network and community based affiliates, Tim Temple, Senior Staff Accountant, Concordia Lutheran Care Network and facility based affiliates, and Adam Toncini, Accounting Manager, Concordia Care Network and facility based affiliates.

Filing and Contact Details

Filer

Filer Name
Concordia Lutheran Ministriesfoundation
EIN
20-5138266
Phone
7243521571
Address
134 Marwood Road, Cabot, PA 16023-2299

Signing Officer

Name
Michael Falbo
Title
CFO
Phone
7243521571
Signed
2025-05-06

Organization Details

Principal Officer
Keith Frndak President
Formed
2006
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
6
Employees
0
Volunteers
46
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

($557,872)-Assets released from restriction.

Financial Statement Notes

Schedule D, Part X, Line 2

The Organization is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been provided.

Raw XML AppendixShowing 400 of 1,610 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy3Grp/Desc0The Good Samaritan Endowment Fund was established to assist Concordia in fulfilling its charitable mission by helping supplement the organization to allow for more benevolent care for residents with financial needs due to the exhaustion of funds. The fund has been supported through gifts from Concordia, gifts from gracious patients and their family members, and by gifts from the employees of Concordia. $355,196 in donations were received and restricted to the Good Samaritan Endowment Fund during the fiscal year. Concordia has a philosophy of providing care to residents regardless of their ability to pay and provided $1,351,888 in benevolent care in fiscal year 2024. The recipients of charity care reside in all levels of care and include residents served in skilled nursing, personal care, and independent living. In its nearly 140-year history, the organization has never discharged a resident for an in ability to pay. Concordia views benevolent care as a core tenant of its mission and would provide charity care even if the fund did not exist; but due to the support of the fund, Concordia can provide significantly more care to those in need compared to if the entire shortfall due to the benevolent care had to be offset with excesses from other operations.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0485710
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0485710
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0355196
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Concordia Lutheran Ministries Foundation Scholars Program assists deserving employees of all affiliates system-wide in reaching their educational goals. The employee scholarship program encompasses several different groups of students. The Concordia Lutheran Ministries Foundation Scholars Program also has a secondary component that targets schools based on our geographical "footprint" in relation to Concordia facilities. This program awards scholarships both on academic achievements and financial need to graduating seniors matriculating at an undergraduate institution to pursue a degree in a healthcare-related field. The organization also donates to outside organizations through the Stephen W Johnson Mission Award (SWJ Award) .The SWJ Award recognizes employees who exemplify the values of Concordia's mission through their everyday life. The award is Concordia's highest employee honor given in memory of the late Mr. Johnson who was a steward of compassion and spent countless hours supporting and preserving Concordia's mission. The winners are awarded funds to donate to the charity of their choice.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0156000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt034500
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt013939352
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013518326
IRS990/PYInvestmentIncomeAmt07215206
IRS990/PYOtherExpensesAmt0805315
IRS990/PYOtherRevenueAmt0-15998
IRS990/PYProgramServiceRevenueAmt01939305
IRS990/PYRevenuesLessExpensesAmt08754224
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt014323641
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023077865
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07847969
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt09190000
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0390433
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07269711
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08537609
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00

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