CONCERNED INC (EIN 420994874) - 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

1971

Legal Domicile

Principal Officer

KAYLA JACOBS

Phone

7127555834

Tax Period

2023-07-01 to 2024-06-30

CONCERNED INC, founded in 1971, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 12% operating deficit.

Mission

SCHOOL/ORGANIZATION FOR THE HANDICAPPED - EMPOWER PEOPLE TO OBTAIN THEIR HIGHEST LEVEL OF INDEPENDENCE.

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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 $73,111

Program Service Revenue $2,476,863

Investment Income $1,484

Other Revenue $76,906

TOTAL REVENUE $2,628,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,400,792

Fundraising Expenses $0

Program Expenses $2,630,589

Other Expenses $554,244

TOTAL EXPENSES $2,955,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,628,364	$3,288,842	-0.2%
Expenses	$2,955,036	$3,286,268	-0.1%
Net Income	$-326,672	$2,574	-127.9%

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
ELAINE BAUGHMAN	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE DAVIS	DIRECTOR	2.00	Officer Director	$0	$0	$0
N/A	DIRECTOR	2.00	Director	$0	$0	$0
DAN FOWLER	DIRECTOR	2.00	Officer Director	$0	$0	$0
KAYLA JACOBS	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHY KELLY	SECRETARY	2.00	Director	$0	$0	$0
JULIE THEULEN	VICE PRESIDE	2.00	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	$2,628,364	$2,955,036	$2,407,758	$-326,672
2023	$3,288,842	$3,286,268	$2,727,699	$2,574
2022	$2,998,754	$3,055,124	$2,766,277	$-56,370
2021	$3,594,877	$3,062,467	$2,825,640	$532,410
2020	$2,911,985	$3,190,530	$2,831,743	$-278,545
2019	$3,503,182	$3,470,283	$2,737,609	$32,899

CONCERNED INC