CONCORDIA SUMMIT INC (EIN 275121564) - 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

2011

Legal Domicile

Principal Officer

MATTHEW SWIFT

Phone

6465681251

Tax Period

2023-01-01 to 2023-12-31

CONCORDIA SUMMIT INC, founded in 2011, is a community nonprofit in the International Affairs sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $5.0M left a modest 7% surplus.

Mission

THE CONCORDIA SUMMIT IS A NON-PROFIT ORGANIZATION THAT SEEKS TO BUILD PUBLIC-PRIVATE PARTNERSHIPS AROUND GLOBAL ISSUES. CONVENING ITS INAUGRAL FORUM IN SEPTEMBER 2011, THE CONCORDIA SUMMIT FOCUSES ON PROMOTING MORE INTERACTION BETWEEN THE PUBLIC AND PRIVATE SECTORS.

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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 $3,854,111

Program Service Revenue $1,374,468

Investment Income $10

Other Revenue $105,395

TOTAL REVENUE $5,333,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,399,289

Fundraising Expenses $432,219

Program Expenses $3,834,194

Other Expenses $3,559,548

TOTAL EXPENSES $4,958,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,333,984	$3,639,664	+0.5%
Expenses	$4,958,837	$4,485,302	+0.1%
Net Income	$375,147	$-845,638	-1.4%

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

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
MATTHEW SWIFT	PRESIDENT/EXECUTIVE DIRECT	40.00	Officer Director	$0	$0	$0
NICHOLAS LOGOTHETIS	CHAIRMAN	40.00	Officer Director	$0	$0	$0
REGINA SHERIDAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PRESCOTT STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
KJ WANG	BOARD MEMBER	1.00	Director	$0	$0	$0
CORDELL CARTER	BOARD MEMBER	1.00	Director	$0	$0	$0
TATIANA TORRES	BOARD MEMBER	1.00	Director	$0	$0	$0
ADRIANA HENRIQUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE SCULLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RODNEY FERGUSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARITY WALLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
HANNE DALMUT	SENIOR DIRECTOR, PARTNERSHIPS	40.00	Highest	$120,000	$0	$120,000
GWEN BUCHANAN BUSH	SENIOR DIRECTOR, DATA & CRM	40.00	Highest	$104,000	$0	$104,000

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
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2023	$5,333,984	$4,958,837	$1,340,344	$375,147
2022	$3,639,664	$4,485,302	$1,133,095	$-845,638
2021	$3,044,818	$3,552,505	$1,272,481	$-507,687
2020	$2,333,281	$2,507,163	$1,592,054	$-173,882
2019	$4,450,160	$4,617,513	$1,716,978	$-167,353
2018	$3,901,485	$4,059,559	$1,684,086	$-158,074
2018	$4,345,342	$4,106,158	$1,771,699	$239,184

CONCORDIA SUMMIT INC