The Concord Review Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Will Fitzhugh

Tax Period

2023-07-01 to 2024-06-30

The Concord Review Inc, founded in 1987, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $208K, a strong 19% operating margin.

Mission

Publication of educational essays by secondary school students; independent assesment of research papers;writting workshops

Program Service Accomplishments

Program 1

Expenses: $751,060 Revenue: $871,123

Publication of essays on histroical subjects written by secondary school students and summer workshops providing guidance for high school students in writting high caliber, in depth history research...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $162,207

Program Service Revenue $871,123

Investment Income $31,160

Other Revenue $5,537

TOTAL REVENUE $1,070,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $252,267

Fundraising Expenses $0

Program Expenses $751,060

Other Expenses $609,787

TOTAL EXPENSES $862,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,070,027	$1,003,929	+0.1%
Expenses	$862,054	$760,509	+0.1%
Net Income	$207,973	$243,420	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$96,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Will Fitzhugh	President	Officer	$96,000	$0	$96,000
Jamie Gass	Director	Director	$0	$0	$0
Carter Bacon	Director	Director	$0	$0	$0
John Thorton	Chairman	Director	$0	$0	$0
Robert Nasson	Executive Director	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,070,027	$862,054	$1,859,724	$207,973
2023	$1,003,929	$760,509	$1,438,624	$243,420
2022	$1,036,360	$688,052	$1,300,672	$348,308
2021	$698,827	$589,070	$927,062	$109,757
2020	$750,088	$493,764	$554,903	$256,324
2019	$457,458	$508,365	$307,242	$-50,907
2018	$365,777	$361,243	$312,061	$4,534