CONCORDANCE (EIN 431416762) - 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

1985

Legal Domicile

Principal Officer

SUSAN STITH

Phone

3143894804

Tax Period

2023-01-01 to 2023-12-31

CONCORDANCE, founded in 1985, is a mid-sized nonprofit in the Crime & Legal sector that reported $18.2M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $5.5M, a strong 30% operating margin.

Mission

TO DRAMATICALLY REDUCE REINCARCERATION RATES BY PRECISELY EXECUTING OUR HOLISTIC, INTEGRATED, EVIDENCE-INFORMED RE-ENTRY PROGRAM.

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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 $17,381,276

Program Service Revenue $466,116

Investment Income $370,793

Other Revenue $14,255

TOTAL REVENUE $18,232,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,987,013

Fundraising Expenses $512,757

Program Expenses $9,992,107

Other Expenses $6,788,164

TOTAL EXPENSES $12,775,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,232,440	$20,928,545	-0.1%
Expenses	$12,775,177	$8,636,381	+0.5%
Net Income	$5,457,263	$12,292,164	-0.6%

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

$1,137,495

Total Directors

Key Employees

$273,375

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANNY LUDEMAN	CHAIRMAN AND CEO	40.00	Officer	$428,715	$37,275	$465,990
MICHELLE SMITH	CHIEF OPERATING OFFICER	40.00	Officer	$407,101	$5,725	$412,826
KATE KAY	EVP, HEAD OF BHW	40.00	Key Emp	$262,861	$10,514	$273,375
CLINTON HOLMES	CHIEF ADMIN OFFICER (THRU 10/2023)	40.00	Officer	$238,664	$20,015	$258,679
SARAH TOPAL	CQRO	40.00	Highest	$228,266	$10,776	$239,042
ROKAS VARANAVICIUS	SVP, HEAD OF IT	40.00	Highest	$201,242	$13,029	$214,271
TOM GRANT	VP OF CEA	40.00	Highest	$128,746	$18,315	$147,061
SHELBY TRIF	DIRECTOR OF POLICY	40.00	Highest	$123,299	$4,932	$128,231
JOHN MORAMARCO	DIRECTOR OF FINANCE	40.00	Highest	$115,686	$12,188	$127,874
RICH MCCLURE	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
CARRIE NELSON	TREASURER	1.00	Officer Director	$0	$0	$0
JOE REAGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
KELVIN ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA ADLER	BOARD MEMBER	1.00	Director	$0	$0	$0
ELCIO BARCELOS	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN BRITTON	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC BRUNNGRABER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM BULLARD	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT CARTER	BOARD MEMBER (THRU 12/2023)	1.00	Director	$0	$0	$0
KEN CELLA JR	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN CHENAULT	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY CHENG	BOARD MEMBER	1.00	Director	$0	$0	$0
TAD EDWARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID EICHHORN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN M FOX	BOARD MEMBER	1.00	Director	$0	$0	$0
SAL HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK HOLTON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN ISOM	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURENT JAVOIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC KARLOVIK	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE KATZMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMY KEELE	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSTY KEELEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT KIRKLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID KOWACH	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN KRANZBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG KRAUS	BOARD MEMBER	1.00	Director	$0	$0	$0
NINA LEIGH KRUEGER	BOARD MEMBER	1.00	Director	$0	$0	$0
RON KRUSZEWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARC LAZAR	BOARD MEMBER	1.00	Director	$0	$0	$0
MINGU LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE MARITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN MCDONALD	BOARD MEMBER	1.00	Director	$0	$0	$0
ESSYE MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL MOEHN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES NEVELS	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB NEWMARK	BOARD MEMBER	1.00	Director	$0	$0	$0
ROD NUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE NYSTROM	BOARD MEMBER (THRU 12/2023)	1.00	Director	$0	$0	$0
KATHY OSBORN	BOARD MEMBER (THRU 12/2023)	1.00	Director	$0	$0	$0
STEVE PONCIROLI	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIKO POPE	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY PROCTER	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK RAGONE	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN RASIEUR III	BOARD MEMBER	1.00	Director	$0	$0	$0
KITTY RATCLIFFE	BOARD MEMBER	1.00	Director	$0	$0	$0
BT RICE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL SCULLY	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN SHERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE SIVEWRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID STEWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN STITH	BOARD MEMBER	1.00	Director	$0	$0	$0
DONALD SUGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN TALVE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK THOM	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG TRAPP	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES TURLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY UNNERSTALL	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB VITALE	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA WADE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAPRINA WAKEFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHIP WALKER	BOARD MEMBER (THRU 12/2023)	1.00	Director	$0	$0	$0
TIM WENTWORTH	BOARD MEMBER	1.00	Director	$0	$0	$0
JIMMY WILLIAMS JR	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG WORKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK WRIGHTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE YOON	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$18,232,440	$12,775,177	$33,705,748	$5,457,263
2022	$20,928,545	$8,636,381	$27,396,282	$12,292,164
2021	$15,291,410	$8,442,186	$12,967,186	$6,849,224
2020	$9,588,835	$7,177,501	$6,552,509	$2,411,334
2019	$5,238,662	$5,889,088	$5,212,825	$-650,426

CONCORDANCE