2024-04-29T13:42:23-07:00 2023-06-30 990 2022-07-01 412127319 REBECCA RESIDENCE FOUNDATION REBE 7244440600 3746 Cedar Ridge Road Allison Park PA 15101 Michael Falbo CFO 7243521571 2024-04-29 Michael Falbo 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Susan Creighton Chair 3746 Cedar Ridge Road Allison Park PA 15101 1260465 0 X X 2004 PA The Foundation was formed to support the operations of Rebecca Residence, a facility offering skilled nursing, personal care, independent living, and rehab/therapy services, located in Allison Park, PA. 11 9 0 11 0 0 0 0 0 0 1017799 80480 0 0 1017799 80480 544584 581734 0 0 0 0 0 0 0 121254 92891 665838 674625 351961 -594145 10996633 11510917 0 120 10996633 11510797 The Foundation was formed to support the operations of Rebecca Residence, a facility offering skilled nursing, personal care, independent living, and rehab/therapy services, located in Allison Park, PA. 0 0 581734 581734 0 Rebecca Residence Foundation (The Foundation) distributed $581,734 during the period from July 1, 2022 to June 30, 2023 in support of the operation of Rebecca Residence. Per the Funding and Indemnification Agreement between Rebecca Residence Foundation and Concordia Lutheran Health and Human Care (the sole member for Rebecca Residence), 50% of the funds disbursed to Rebecca Residence are to be designated for use at Rebecca Residence by the Foundation Board of Directors. This included $179,522 in resident subsidies, $30,000 for activities, $41,559 for landscaping at the facility, $13,068 for outdoor furniture, and $3,000 resident Christmas party. The other 50% of the funds disbursed are to be used at the discretion of Rebecca Residence. 0 0 0 581734 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X Adam Toncini 7244440600 3746 Cedar Ridge Road Allison Park PA 15101 X Phil Ricci-See Schedule O Board Member 1 44 X 0 147710 9268 Adam Toncini-See Schedule O Board Member 1 44 X 0 90230 13195 Marion Findlay Board Member 1 0 X 0 0 0 Susan Creighton Chair 1 1 X X 0 0 0 Michelle Domeisen Board Member 1 0 X 0 0 0 Connor Hagey Board Member 1 44 X 0 0 0 Alex Howson Board Member 1 0 X 0 0 0 Glenda Larson Board Member 1 0 X 0 0 0 Carey North Board Member 1 0 X 0 0 0 Walter Reineman Board Member 1 0 X 0 0 0 Georgia Stewart Board Member 1 0 X 0 0 0 Missy Unkovic Board Member 1 0 X 0 0 0 0 237940 22463 0 0 1 0 0 0 0 329914 329914 0 0 0 0 0 0 0 0 0 0 0 0 930551 0 1179985 0 -249434 0 -249434 -249434 0 0 0 80480 80480 0 0 581734 581734 92771 92771 120 120 674625 581734 92891 0 13217 16339 4777671 5029091 6205745 6465487 10996633 11510917 120 0 0 120 X 10996633 11510797 0 0 10996633 11510797 10996633 11510917 -594145 1108309 0 0 0 0 X 0 0 0 X X 1 Rebecca Residence 250974311 10 1 581734 0 1 581734 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 Schedule A, Part IV, Section D, Line 3 The sole purpose of Rebecca Residence Foundation is to support Rebecca Residence (25-0974311). Per the Funding and Indemnification Agreement between Rebecca Residence Foundation and Concordia Lutheran Health and Human Care (the sole member of Rebecca Residence), 50% of the funds disbursed to Rebecca Residence are to be designated for use at Rebecca Residence by the Rebecca Residence Foundation Board of Directors with the other 50% to be used at the sole discretion of Rebecca Residence. Schedule A, Part IV, Section E, Line 2a Rebecca Residence Foundation's sole purpose is to support the operations of Rebecca Residence, a facility offering skilled nursing, personal care, independent living, and rehab/therapy services, located in Allison Park PA. The bulk of Rebecca Residence Foundation's support went to the care of those individuals that do not have enough money and are unable to pay services on their own. Schedule A, Part IV, Section E, Line 2b Rebecca Residence would have held and managed investments regardless of whether or not the Rebecca Residence Foundation existed. Beneficial Interest in Perpetual Trusts 6465487 6465487 0 0 X Schedule D, Part X, Line 2 The Organization is a not-for-profit corporation and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been provided. The Organization adopted the standard for accounting for uncertainty in income taxes recognized in an organization's financial statements that prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, and disclosure. Management has determined that the adoption of the standard did not have a material effect on the consolidated financial statements. The Organization's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in operating expenses. There were no interest or penalties recognized on the consolidated statements of operations and changes in net assets as a result of the adoption. 1 Rebecca Residence dba Concordia at Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 501(c)(3) 581734 0 Support operations 1 0 Schedule I, Part I, Line 2 The sole purpose of Rebecca Residence Foundation is to support Rebecca Residence (25-0974311). Per the Funding and Indemnification Agreement between Rebecca Residence Foundation and Concordia Lutheran Health and Human Care (the sole member of Rebecca Residence), 50% of the funds disbursed to Rebecca Residence are to be designated for use at Rebecca Residence by the Rebecca Residence Foundation Board of Directors with the other 50% to be used at the sole discretion of Rebecca Residence. 0 0 0 0 0 0 0 0 0 Phil Ricci-See Schedule O Board Member 0 140035 0 7675 0 0 0 8966 0 302 0 156978 0 0 Form 990, Part VI, Section A, Line 7a Supported organization, Rebecca Residence (EIN 25-0974311) appoints three total board members each year. Form 990, Part VI, Section B, Line 11b The board is sent draft copies of the 990 prior to filing, in order to provide questions, comments, and feedback. Questions and comments are addressed accordingly. Upon board approval the final 990 is submitted to the taxing authorities. A copy of the final 990 is made available to all board members. Form 990, Part VI, Section B, Line 12c Each year, board members complete a Conflict of Interest Questionnaire. Board members are required to disclose any potential conflict of interest prior to discussion on a topic where a conflict may exist. The Board will determine if a 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 C, Line 19 Concordia Lutheran Ministries publishes an annual report that summarizes the financial operations of the organization and its affiliates which is mailed to all of its constituents and is available to the public upon request. The Form 990 would be presented to any individual who requests, in writing, a copy of the form. Form 990, Part VII, Section A, Line 1a All board members of Rebecca Residence Foundation serve on a purely volunteer basis. Any compensation to a board member by a related organization, reported on Part VII is for his/her service as an employee of that organization and not for his/her service as a board member. The following board members' compensation is due to their employment as listed: Phil Ricci (Executive Director, Concordia at Rebecca Residence), Adam Toncini (Accounting Manager, Concordia at Rebecca Residence). Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 To provide Skilled Nursing, Personal Care, and Rehabilitation services. PA 501(c)(3) 10 Concordia Lutheran Health and Human Care 25-0969458 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Filed IRS Form 8868 for the automatic six month extension. Additional time was needed to gather information and complete Form 990 accurately.