CONCORD HOUSE OF CHARLESTON INC (EIN 141883194) - Form 990 Financial Analysis & Trantor Score

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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

2002

Legal Domicile

Principal Officer

FRANK MARKUN

Phone

3045257851

Tax Period

2022-07-01 to 2023-06-30

CONCORD HOUSE OF CHARLESTON INC, founded in 2002, is a small nonprofit in the Human Services sector that reported $129K in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $121K left a modest 6% surplus.

Mission

PROVIDE HOUSING TO LOW INCOME, MENTALLY ILL AND/OR DISABLED PERSONS WITH HOUSING FACILITIES SPECIFICALLY DESIGNED TO MEET THEIR NEEDS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $81,228

Program Service Revenue $47,386

Investment Income $18

Other Revenue $0

TOTAL REVENUE $128,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,420

Fundraising Expenses $0

Program Expenses $81,652

Other Expenses $106,589

TOTAL EXPENSES $121,009

Year-over-Year Comparison

	2022	2021	Change
Revenue	$128,632	$118,466	+0.1%
Expenses	$121,009	$129,151	-0.1%
Net Income	$7,623	$-10,685	-1.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY ADKINS	SECRETARY	N/A	Officer Director	$0	$0	$0
NATALIE ERLENWEIN	FORMER TREAS	N/A	Director	$0	$0	$0
KATE LUIKART	MEMBER	N/A	Director	$0	$0	$0
FRANK MARKUN	CHAIR	N/A	Officer Director	$0	$0	$0
KRISTIE MOTLEY	TREASURER	N/A	Officer Director	$0	$0	$0
WILLIAM MULLETT	VICE-CHAIR	N/A	Officer Director	$0	$0	$0
LINDA PLEASANTS	MEMBER	N/A	Director	$0	$0	$0
LISA ZAPPIA	MEMBER	N/A	Director	$0	$0	$0
CRAIG ZAPPIN	MEMBER	N/A	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
2023	$128,632	$121,009	$386,037	$7,623
2022	$118,466	$129,151	$399,540	$-10,685
2021	$101,348	$146,970	$389,905	$-45,622
2020	$113,968	$127,485	$428,491	$-13,517
2019	$115,282	$113,546	$432,526	$1,736

CONCORD HOUSE OF CHARLESTON INC