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Nonprofiteer
← CONCORDIA SUMMIT INC

Form 990 for tax year 2023

Filed by CONCORDIA SUMMIT INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 14 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$5,333,984 changed to $4,891,148
Total expenses
$4,958,837 changed to $5,509,581
Contributions and grants received
$3,854,111 changed to $3,686,527
Program service revenue
$1,374,468 changed to $1,202,116
Other revenue
$105,395 changed to $2,495
Total assets, end of year
$1,340,344 changed to $1,370,950
Total liabilities, end of year
$1,808,797 changed to $2,832,983
Net assets or fund balances, end of year
-$468,453 changed to -$1,462,033
Program services expenses
$3,834,194 changed to $3,523,556
Management and general expenses
$692,424 changed to $1,515,419
Fundraising expenses
$432,219 changed to $470,606
Program service expenses (Part III)
$3,834,194 changed to $3,523,556

Totals

Total revenue
$5,333,984
Total expenses
$4,958,837
Contributions and grants received
$3,854,111
Grants paid
$0
Program service revenue
$1,374,468
Investment income
$10
Other revenue
$105,395
Total assets, end of year
$1,340,344
Total liabilities, end of year
$1,808,797
Net assets or fund balances, end of year
-$468,453
Program services expenses (Part IX)
$3,834,194
Management and general expenses
$692,424
Fundraising expenses
$432,219
Program service expenses (Part III)
$3,834,194

Program services were 77.3% 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.

  • 1b · Membership dues

    $894,140

  • 1f · All other contributions, gifts and grants

    $2,959,971

  • 2a · Program service revenue: PARTICIPANT FEES

    total $1,143,405 · related or exempt $1,143,405

  • 2b · Program service revenue: SUMMIT TICKET SALES

    total $231,063 · related or exempt $231,063

  • 3 · Investment income

    total $10 · excluded $10

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $105,395 · related or exempt $105,395

  • 11e · Other revenue, total

    $105,395

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,271,470 · program services $686,594 · management and general $254,294 · fundraising $330,582

  • 9 · Other employee benefits

    total $66,443 · program services $35,879 · management and general $13,289 · fundraising $17,275

  • 10 · Payroll taxes

    total $61,376 · program services $33,143 · management and general $12,275 · fundraising $15,958

  • 11b · Fees: legal

    total $37,282 · management and general $37,282

  • 11c · Fees: accounting

    total $11,714 · management and general $11,714

  • 11g · Fees: other

    total $2,123,287 · program services $1,876,086 · management and general $247,201

  • 12 · Advertising and promotion

    total $45,592 · program services $24,620 · management and general $9,118 · fundraising $11,854

  • 13 · Office expenses

    total $58,166 · program services $31,410 · management and general $11,633 · fundraising $15,123

  • 14 · Information technology

    total $49,550 · program services $26,757 · management and general $9,910 · fundraising $12,883

  • 16 · Occupancy

    total $44,235 · program services $23,887 · management and general $8,847 · fundraising $11,501

  • 17 · Travel

    total $364,033 · program services $364,033

  • 22 · Depreciation, depletion and amortization

    total $5,472 · management and general $5,472

  • 23 · Insurance

    total $35,335 · program services $19,081 · management and general $7,067 · fundraising $9,187

  • 24a · Other expenses: EVENT FEES

    total $665,651 · program services $665,651

  • 24b · Other expenses: BANK CHARGES AND CREDIT

    total $53,278 · management and general $53,278

  • 24c · Other expenses: INTERNSHIP EXPENSE

    total $30,737 · program services $30,737

  • 24d · Other expenses: MISCELLANEOUS

    total $30,216 · program services $16,316 · management and general $6,044 · fundraising $7,856

  • 24e · All other expenses

    total $5,000 · management and general $5,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $131,962 · end of year $248,654

  • 2 · Savings and temporary cash investments

    beginning of year $80,001 · end of year $102,502

  • 3 · Pledges and grants receivable

    beginning of year $719,500 · end of year $698,322

  • 4 · Accounts receivable

    beginning of year $160,383 · end of year $265,923

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,986 · end of year $1,069

  • 10a · Land, buildings and equipment: cost or other basis

    $128,973

  • 10b · Land, buildings and equipment: accumulated depreciation

    $105,099

  • 10c · Land, buildings and equipment, net

    beginning of year $23,263 · end of year $23,874

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,103,496 · end of year $1,130,215

  • 19 · Deferred revenue

    beginning of year $78,769 · end of year $185,102

  • 22 · Loans and payables to officers and key people

    beginning of year $321,907 · end of year $6,000

  • 24 · Unsecured notes and loans payable

    beginning of year $495,650 · end of year $487,480

  • 27 · Net assets without donor restrictions

    beginning of year -$866,727 · end of year -$468,453

Mission and programs · 2023

Mission

CONCORDIA IS A REGISTERED 501(C)(3) NONPROFIT ORGANIZATION THAT ENABLES PUBLIC-PRIVATE PARTNERSHIPS TO CREATE A MORE PROSPEROUS AND SUSTAINABLE FUTURE. AS EQUAL PARTS CONVENER, CAMPAIGNER, AND IDEA INCUBATOR, CONCORDIA IS CREATING A NEW MODEL FOR HOW A NONPARTISAN, NONPROFIT CAN HAVE A GLOBAL IMPACT.

Activities or mission (Part I)

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.

  • CONCORDIA FOSTERS MEANINGFUL DIALOGUE, SPARKS COLLABORATION, AND INSPIRES COLLECTIVE ACTION BY WAY OF DIVERSE PROGRAMMING THROUGHOUT THE YEAR. FROM THE ANNUAL CONCORDIA SUMMIT TO A SERIES OF YEAR-ROUND ENGAGEMENT OPPORTUNITIES, OUR PROGRAMMING CONNECTS CONCORDIA MEMBERS WITH THOUGHT LEADERS AND SOCIAL INNOVATORS WHILE ENCOURAGING CONTRIBUTION BEYOND OUR EVENTS. ON SEPT 18-20, 2023, THE 2023 CONCORDIA ANNUAL SUMMIT CONVENED OVER 2,500 PARTICIPANTS IN-PERSON TO ENGAGE SOME OF THE WORLDS PREEMINENT THOUGHT LEADERS AND DECISION MAKERS TO ADDRESS PRESSING GLOBAL CHALLENGES BY HIGHLIGHTING THE POTENTIAL THAT EFFECTIVE CROSS-SECTOR COLLABORATION CAN HAVE IN CREATING A MORE PROSPEROUS AND SUSTAINABLE FUTURE. PARTICIPANTS CHARTED A COURSE FORWARD IN A POST-PANDEMIC WORLD AND BUILT ON A SPIRIT OF INTERNATIONAL COOPERATION AS THEY DISCUSSED SCALABLE SOLUTIONS TO TIMELY ISSUES SUCH AS FINANCIAL INCLUSION, GLOBAL TRADE, HUMAN RIGHTS AND SOCIAL PROGRESS.

    Expenses $3,834,194 · Revenue $1,479,863

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MATTHEW SWIFT

    PRESIDENT/EXECUTIVE DIRECT

    Total calculated
    $0
    Hours/week
    40

  • NICHOLAS LOGOTHETIS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    40

  • REGINA SHERIDAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PRESCOTT STEWART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KJ WANG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CORDELL CARTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TATIANA TORRES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ADRIANA HENRIQUEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROLINE SCULLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RODNEY FERGUSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHARITY WALLACE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HANNE DALMUT

    SENIOR DIRECTOR, PARTNERSHIPS

    Total calculated
    $120,000
    From this org
    $120,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • GWEN BUCHANAN BUSH

    SENIOR DIRECTOR, DATA & CRM

    Total calculated
    $104,000
    From this org
    $104,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349315052

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