Form 990 for tax year 2023
Filed by CONCORDANCE ACADEMY OF LEADERSHIP.
Totals
- Total revenue
- $18,232,440
- Total expenses
- $12,775,177
- Contributions and grants received
- $17,381,276
- Grants paid
- $0
- Program service revenue
- $466,116
- Investment income
- $370,793
- Other revenue
- $14,255
- Total assets, end of year
- $33,705,748
- Total liabilities, end of year
- $3,972,412
- Net assets or fund balances, end of year
- $29,733,336
- Program services expenses (Part IX)
- $9,992,107
- Management and general expenses
- $2,270,313
- Fundraising expenses
- $512,757
- Program service expenses (Part III)
- $9,992,107
Program services were 78.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$125,000
-
1e · Government grants (contributions)
$410,006
-
1f · All other contributions, gifts and grants
$16,846,270
-
1g · Noncash contributions included above
$723,436
-
2a · Program service revenue: EMPLOYMENT AGENCY PROGRAM
total $466,116 · related or exempt $466,116
-
3 · Investment income
total $221,807 · excluded $221,807
-
6a · Gross rents
real property $14,255
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $14,255
-
6d · Net rental income or loss
total $14,255 · excluded $14,255
-
7a · Gross sales of assets other than inventory
securities $476,649 · other assets $425,000
-
7b · Less cost or other basis and sales expenses
securities $475,586 · other assets $277,077
-
7c · Gain or loss
securities $1,063 · other assets $147,923
-
7d · Net gain or loss
total $148,986 · excluded $148,986
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,410,870 · program services $754,067 · management and general $517,005 · fundraising $139,798
-
7 · Other salaries and wages
total $3,939,744 · program services $3,463,376 · management and general $335,453 · fundraising $140,915
-
8 · Pension plan contributions
total $118,890 · program services $118,890
-
9 · Other employee benefits
total $192,545 · program services $158,514 · management and general $22,722 · fundraising $11,309
-
10 · Payroll taxes
total $324,964 · program services $266,283 · management and general $41,077 · fundraising $17,604
-
11b · Fees: legal
total $4,980 · program services $996 · management and general $3,984
-
11c · Fees: accounting
total $60,219 · management and general $60,219
-
11d · Fees: lobbying
total $688,600 · program services $688,600
-
11g · Fees: other
total $2,027,077 · program services $1,486,922 · management and general $540,155
-
12 · Advertising and promotion
total $150,403 · program services $7,349 · management and general $72,176 · fundraising $70,878
-
13 · Office expenses
total $68,811 · program services $51,645 · management and general $11,165 · fundraising $6,001
-
14 · Information technology
total $373,248 · program services $281,673 · management and general $53,947 · fundraising $37,628
-
16 · Occupancy
total $905,781 · program services $828,105 · management and general $58,343 · fundraising $19,333
-
17 · Travel
total $322,265 · program services $311,831 · management and general $8,695 · fundraising $1,739
-
19 · Conferences, conventions and meetings
total $47,531 · program services $33,272 · management and general $14,259
-
20 · Interest
total $7,692 · management and general $7,692
-
22 · Depreciation, depletion and amortization
total $409,214 · program services $380,569 · management and general $18,415 · fundraising $10,230
-
23 · Insurance
total $208,388 · program services $166,711 · management and general $29,174 · fundraising $12,503
-
24a · Other expenses: PARTICIPANT EXPENSES
total $714,454 · program services $714,454
-
24b · Other expenses: HR & RECRUITING
total $425,072 · management and general $425,072
-
24c · Other expenses: PROGRAM EVENTS
total $277,570 · program services $191,677 · management and general $41,074 · fundraising $44,819
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $96,859 · program services $87,173 · management and general $9,686
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,914,723 · end of year $7,098,275
-
3 · Pledges and grants receivable
beginning of year $6,529,311 · end of year $11,896,745
-
4 · Accounts receivable
beginning of year $675,619 · end of year $39,845
-
9 · Prepaid expenses and deferred charges
beginning of year $149,158 · end of year $150,680
-
10a · Land, buildings and equipment: cost or other basis
$12,548,435
-
10b · Land, buildings and equipment: accumulated depreciation
$1,366,249
-
10c · Land, buildings and equipment, net
beginning of year $11,754,610 · end of year $11,182,186
-
11 · Investments: publicly traded securities
beginning of year $4,830 · end of year $251,617
-
15 · Other assets
beginning of year $2,368,031 · end of year $3,086,400
-
17 · Accounts payable and accrued expenses
beginning of year $602,178 · end of year $720,324
-
25 · Other liabilities
beginning of year $2,518,031 · end of year $3,252,088
-
27 · Net assets without donor restrictions
beginning of year $17,602,360 · end of year $17,892,190
-
28 · Net assets with donor restrictions
beginning of year $6,673,713 · end of year $11,841,146
Mission and programs · 2023
Mission
TO DRAMATICALLY REDUCE REINCARCERATION RATES BY PRECISELY EXECUTING OUR HOLISTIC, INTEGRATED, EVIDENCE-INFORMED RE-ENTRY PROGRAM.
-
THE EDUCATION & JOB READINESS PROGRAM ENCOMPASSES EDUCATION, JOB READINESS, AND EMPLOYMENT. THIS INCLUDES HISET PREPARATION, NATIONAL CAREER READINESS CERTIFICATE TESTING, EMPLOYMENT SCENARIOS WHICH PREPARE PARTICIPANTS FOR EMPLOYMENT WITH SPECIFIC INDUSTRY PARTNERS, AND ACCESS TO ON-GOING JOB COACHING DURING THE PARTICIPANTS' EMPLOYMENT PHASE.
Expenses $3,890,803 · Revenue $466,116
-
THE COMMUNITY & LIFE SKILLS PROGRAM ENCOMPASSES FIVE SERVICES: HOUSING ASSISTANCE, LEGAL SERVICES, FAMILY REUNIFICATION, COMMUNITY INVOLVEMENT AND SPIRITUAL SUPPORT. THIS INCLUDES ALL PARTICIPANT CASE MANAGEMENT, LIFE SKILLS AND OTHER CURRICULUM, AND ALL SERVICES WHICH DIRECTLY CONNECT PARTICIPANTS WITH RESOURCES AVAILABLE IN THEIR COMMUNITY. CLS ASSISTANCE INCLUDES MEDICAL AND DENTAL APPOINTMENTS, ASSISTANCE SECURING STATE IDENTIFICATION AND DRIVERS LICENSES, ASSISTANCE WITH SOCIAL SECURITY AND EBT APPLICATIONS, AND CONNECTION TO HOUSING RESOURCES AND FOOD PANTRIES.
Expenses $3,192,454
-
THE BEHAVIORAL HEALTH AND WELLNESS PROGRAM ENCOMPASSES COGNITIVE & RELATIONAL SKILLS, MENTAL HEALTH, SUBSTANCE USE PROGRAMMING AND PHYSICAL HEALTH & WELLNESS. THIS INCLUDES ALL OUTPATIENT, INTENSIVE OUTPATIENT AND RESIDENTIAL SUBSTANCE ABUSE SERVICES, THERAPY APPOINTMENTS, YOGA AND WELLNESS INSTRUCTION, AND CONNECTION TO OUTSIDE MENTAL HEALTH RESOURCES WHEN A HIGHER LEVEL OF CARE BECOMES NECESSARY.
Expenses $2,908,850
As filed on the 2023 return.
Listed in Part VII
-
Danny LudemanDANNY LUDEMAN
CHAIRMAN AND CEO
- Total calculated
- $465,990
- From this org
- $428,715
- From related orgs
- $0
- Other
- $37,275
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $267,965
- Bonus
- $160,750
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $37,275
- Filer's total
- $465,990
-
Michelle SmithMICHELLE SMITH
CHIEF OPERATING OFFICER
- Total calculated
- $412,826
- From this org
- $407,101
- From related orgs
- $0
- Other
- $5,725
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $245,251
- Bonus
- $161,850
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $5,725
- Filer's total
- $412,826
-
Kate KayKATE KAY
EVP, HEAD OF BHW
- Total calculated
- $273,375
- From this org
- $262,861
- From related orgs
- $0
- Other
- $10,514
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,861
- Bonus
- $97,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $10,514
- Filer's total
- $273,375
-
Clinton HolmesCLINTON HOLMES
CHIEF ADMIN OFFICER (THRU 10/2023)
- Total calculated
- $258,679
- From this org
- $238,664
- From related orgs
- $0
- Other
- $20,015
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,164
- Bonus
- $78,500
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $20,015
- Filer's total
- $258,679
-
Sarah TopalSARAH TOPAL
CQRO
- Total calculated
- $239,042
- From this org
- $228,266
- From related orgs
- $0
- Other
- $10,776
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,766
- Bonus
- $79,500
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $10,776
- Filer's total
- $239,042
-
Rokas VaranaviciusROKAS VARANAVICIUS
SVP, HEAD OF IT
- Total calculated
- $214,271
- From this org
- $201,242
- From related orgs
- $0
- Other
- $13,029
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,242
- Bonus
- $43,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,029
- Filer's total
- $214,271
-
Tom GrantTOM GRANT
VP OF CEA
- Total calculated
- $147,061
- From this org
- $128,746
- From related orgs
- $0
- Other
- $18,315
- Hours/week
- 40
-
Shelby TrifSHELBY TRIF
DIRECTOR OF POLICY
- Total calculated
- $128,231
- From this org
- $123,299
- From related orgs
- $0
- Other
- $4,932
- Hours/week
- 40
-
John MoramarcoJOHN MORAMARCO
DIRECTOR OF FINANCE
- Total calculated
- $127,874
- From this org
- $115,686
- From related orgs
- $0
- Other
- $12,188
- Hours/week
- 40
-
Rich McClureRICH MCCLURE
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Carrie NelsonCARRIE NELSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Joe ReaganJOE REAGAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kelvin AdamsKELVIN ADAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Angela AdlerANGELA ADLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elcio BarcelosELCIO BARCELOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lynn BrittonLYNN BRITTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott BrownSCOTT BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric BrunngraberERIC BRUNNGRABER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim BullardJIM BULLARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott CarterSCOTT CARTER
BOARD MEMBER (THRU 12/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Ken Cella JrKEN CELLA JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ken ChenaultKEN CHENAULT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tony ChengTONY CHENG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tad EdwardsTAD EDWARDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David EichhornDAVID EICHHORN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steven M FoxSTEVEN M FOX
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sal HernandezSAL HERNANDEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rick Holton JrRICK HOLTON JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dan IsomDAN ISOM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laurent JavoisLAURENT JAVOIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric KarlovikERIC KARLOVIK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Diane KatzmanDIANE KATZMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy KeeleJEREMY KEELE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rusty KeeleyRUSTY KEELEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert KirklandROBERT KIRKLAND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David KowachDAVID KOWACH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ken KranzbergKEN KRANZBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg KrausGREG KRAUS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nina Leigh KruegerNINA LEIGH KRUEGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ron KruszewskiRON KRUSZEWSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marc LazarMARC LAZAR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mingu LeeMINGU LEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve MaritzSTEVE MARITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ken McDonaldKEN MCDONALD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Essye MillerESSYE MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael MoehnMICHAEL MOEHN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James NevelsJAMES NEVELS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bob NewmarkBOB NEWMARK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rod NunnROD NUNN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve NystromSTEVE NYSTROM
BOARD MEMBER (THRU 12/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Kathy OsbornKATHY OSBORN
BOARD MEMBER (THRU 12/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Steve PonciroliSTEVE PONCIROLI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eriko PopeERIKO POPE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Emily ProcterEMILY PROCTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nick RagoneNICK RAGONE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ben Rasieur IIIBEN RASIEUR III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kitty RatcliffeKITTY RATCLIFFE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bt RiceBT RICE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael ScullyMICHAEL SCULLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan ShermanSUSAN SHERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joe SivewrightJOE SIVEWRIGHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David StewardDAVID STEWARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan StithSUSAN STITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Donald SuggsDONALD SUGGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan TalveSUSAN TALVE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark ThomMARK THOM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John ThompsonJOHN THOMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg TrappGREG TRAPP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James TurleyJAMES TURLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary UnnerstallMARY UNNERSTALL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rob VitaleROB VITALE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sara WadeSARA WADE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Caprina WakefieldCAPRINA WAKEFIELD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chip WalkerCHIP WALKER
BOARD MEMBER (THRU 12/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Tim WentworthTIM WENTWORTH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jimmy Williams JrJIMMY WILLIAMS JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Craig WorkmanCRAIG WORKMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark WrightonMARK WRIGHTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jackie YoonJACKIE YOON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE COMPENSATION COMMITTEE DETERMINES SALARY AND BONUSES, WHICH ARE APPROVED BY THE BOARD OF DIRECTORS WITH THE TOTAL ORGANIZATION BUDGET AT THE BEGINNING OF THE YEAR.
- PART I, LINE 4A
- CLINTON HOLMES, SEVERANCE PAYMENT: $56,000
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
CONCORDANCE EMPLOYMENT AGENCY LLC
PROVIDES FLEXIBLE STAFFING SOLUTIONS · MO · income $462,239 · assets $0
Directly controlled by CONCORDANCE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349317364
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