2023-12-07T14:09:55-06:00 2022-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2022-01-01 431416762 CONCORDANCE CONC 3143894804 6 CITYPLACE DR STE 522 ST LOUIS MO 63141 MICHELLE SMITH CHIEF OPERATING OFFICER 3143894804 2023-12-07 1 MICHELLE SMITH 999009999 0 KIMBERLY A RYAN P00829977 3142903300 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MICHELLE SMITH 6 CITYPLACE DR STE 522 ST LOUIS MO 63141 22091673 0 X CONCORDANCE.ORG X 1985 MO TO DRAMATICALLY REDUCE REINCARCERATION RATES BY PRECISELY EXECUTING OUR HOLISTIC, INTEGRATED, EVIDENCE-INFORMED RE-ENTRY PROGRAM. 66 66 63 60 0 0 14880069 20560633 590091 637256 1096 -7655 -179846 -261689 15291410 20928545 0 0 0 0 5284886 5553390 0 0 360449 3157300 3082991 8442186 8636381 6849224 12292164 12967186 27396282 983277 3120209 11983909 24276073 TO DRAMATICALLY REDUCE REINCARCERATION RATES BY PRECISELY EXECUTING OUR HOLISTIC, INTEGRATED, EVIDENCE-INFORMED RE-ENTRY PROGRAM. 0 0 2687213 637256 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. 2204893 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. 1974639 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. 6866745 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 24 0 63 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 66 66 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X MICHELLE SMITH 3143894804 6 CITYPLACE DRIVE SUITE 522 ST LOUIS MO 63141 X DANNY LUDEMAN CHAIRMAN AND CEO 40.00 X 401725 0 20127 MICHELLE SMITH CHIEF OPERATING OFFICER 40.00 X 340103 0 5738 ROKAS VARANAVICIUS SVP, SR. DIRECTOR OF IT 40.00 X 213681 0 4997 SARAH TOPAL DIRECTOR OF CONCORDANCE INSTITUTE 40.00 X 184771 0 10531 KATE KAY EVP HEAD OF COMMUNITY & LIFE SKILLS 40.00 X 183972 0 4830 JILL LEWIN SVP, DIRECTOR OF MCD (THRU 12/2022) 40.00 X 153398 0 9221 ROD NUNN BOARD MEMBER (SEE SCHEDULE O) 1.00 X 128888 0 9094 CAROLYN KOENIG CHIEF ADMIN OFFICER (THRU 8/2022) 40.00 X 92423 0 3558 CLINTON LEE HOLMES CHIEF ADMIN OFFICER (STARTED 8/2022) 40.00 X 55489 0 5692 RICH MCCLURE VICE CHAIRMAN 1.00 X X 0 0 0 CARRIE NELSON TREASURER 1.00 X X 0 0 0 JOE REAGAN SECRETARY 1.00 X X 0 0 0 DR KELVIN ADAMS BOARD MEMBER 1.00 X 0 0 0 ANGELA ADLER BOARD MEMBER 1.00 X 0 0 0 ELCIO BARCELOS BOARD MEMBER 1.00 X 0 0 0 LYNN BRITTON BOARD MEMBER 1.00 X 0 0 0 JIM BULLARD BOARD MEMBER 1.00 X 0 0 0 SCOTT CARTER BOARD MEMBER 1.00 X 0 0 0 KEN CELLA JR BOARD MEMBER 1.00 X 0 0 0 TAD EDWARDS BOARD MEMBER 1.00 X 0 0 0 DAVE EICHHORN BOARD MEMBER 1.00 X 0 0 0 SAL HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 RICK HOLTON JR BOARD MEMBER 1.00 X 0 0 0 DAN ISOM BOARD MEMBER 1.00 X 0 0 0 LAURENT JAVOIS BOARD MEMBER 1.00 X 0 0 0 DIANE KATZMAN BOARD MEMBER 1.00 X 0 0 0 JEREMY KEELE BOARD MEMBER 1.00 X 0 0 0 RUSTY KEELEY BOARD MEMBER 1.00 X 0 0 0 ROBERT KIRKLAND BOARD MEMBER 1.00 X 0 0 0 DAVID KOWACH BOARD MEMBER 1.00 X 0 0 0 KEN KRANZBERG BOARD MEMBER 1.00 X 0 0 0 GREG KRAUS BOARD MEMBER 1.00 X 0 0 0 RON KRUSZEWSKI BOARD MEMBER 1.00 X 0 0 0 MARC LAZAR BOARD MEMBER 1.00 X 0 0 0 JOE LEAHY BOARD MEMBER 1.00 X 0 0 0 MINGU LEE BOARD MEMBER 1.00 X 0 0 0 STEVE MARITZ BOARD MEMBER 1.00 X 0 0 0 KEN MCDONALD BOARD MEMBER 1.00 X 0 0 0 DICK MILES BOARD MEMBER (THRU 12/2022) 1.00 X 0 0 0 ESSYE MILLER BOARD MEMBER 1.00 X 0 0 0 MICHAEL MOEHN BOARD MEMBER 1.00 X 0 0 0 MICHAEL NEIDORFF BOARD MEMBER (THRU 4/2022) 1.00 X 0 0 0 BOB NEWMARK BOARD MEMBER 1.00 X 0 0 0 STEVE NYSTROM BOARD MEMBER 1.00 X 0 0 0 KATHY OSBORN BOARD MEMBER 1.00 X 0 0 0 LARRY OTTO BOARD MEMBER (THRU 12/2022) 1.00 X 0 0 0 STEVE PONCIROLI BOARD MEMBER 1.00 X 0 0 0 ERIKO POPE BOARD MEMBER 1.00 X 0 0 0 EMILY PROCTER BOARD MEMBER 1.00 X 0 0 0 NICK RAGONE BOARD MEMBER 1.00 X 0 0 0 BEN RASSIEUR III BOARD MEMBER 1.00 X 0 0 0 KITTY RATCLIFFE BOARD MEMBER 1.00 X 0 0 0 REVEREND BT RICE BOARD MEMBER 1.00 X 0 0 0 LAMONT ROBINSON BOARD MEMBER 1.00 X 0 0 0 JULIE RUSSEL BOARD MEMBER (THRU 1/2022) 1.00 X 0 0 0 MICHAEL SCULLY BOARD MEMBER 1.00 X 0 0 0 SUSAN SHERMAN BOARD MEMBER 1.00 X 0 0 0 CRAIG SILLIMAN BOARD MEMBER (THRU 12/2022) 1.00 X 0 0 0 JOE SIVEWRIGHT BOARD MEMBER 1.00 X 0 0 0 DAVID STEWARD BOARD MEMBER 1.00 X 0 0 0 SUSAN STITH BOARD MEMBER 1.00 X 0 0 0 DONALD SUGGS BOARD MEMBER 1.00 X 0 0 0 SUSAN TALVE BOARD MEMBER 1.00 X 0 0 0 MARK THOM BOARD MEMBER 1.00 X 0 0 0 JOHN THOMPSON BOARD MEMBER 1.00 X 0 0 0 GREG TRAPP BOARD MEMBER 1.00 X 0 0 0 MARY UNNERSTALL BOARD MEMBER 1.00 X 0 0 0 ROB VITALE BOARD MEMBER 1.00 X 0 0 0 SARA WADE BOARD MEMBER 1.00 X 0 0 0 CAPRINA WAKEFIELD BOARD MEMBER 1.00 X 0 0 0 CHIP WALKER BOARD MEMBER 1.00 X 0 0 0 TIM WENTWORTH BOARD MEMBER 1.00 X 0 0 0 JIMMY WILLIAMS JR BOARD MEMBER 1.00 X 0 0 0 CRAIG WORKMAN BOARD MEMBER 1.00 X 0 0 0 MARK WRIGHTON BOARD MEMBER 1.00 X 0 0 0 JACKIE YOON BOARD MEMBER 1.00 X 0 0 0 1754450 0 73788 7 0 1 0 0 155000 912071 19493562 12121274 20560633 EMPLOYMENT AGENCY PROGRAM 561300 637256 637256 637256 19504 19504 820170 815842 31487 4328 -31487 -27159 -27159 44510 912071 313949 -269439 -269439 9600 1850 7750 7750 20928545 637256 0 -269344 1251639 745216 379867 126556 3644040 3238006 272430 133604 120263 120263 239947 172146 52716 15085 297501 246514 35691 15296 45061 9012 36049 149884 149884 475300 427770 47530 206039 190728 15311 23017 4891 9494 8632 66519 48021 11650 6848 240107 181095 34714 24298 640466 588299 36718 15449 69402 65510 3243 649 20626 18563 2063 1507 1507 197045 183252 8867 4926 151766 121413 21247 9106 CLIENT ASSISTANCE 467105 467105 HR & RECRUITING 285879 285879 REPAIRS & MAINTENANCE 43268 38941 4327 8636381 6866745 1409187 360449 3567343 5914723 7495385 6529311 1136662 675619 107303 149158 12777510 1022900 660493 11754610 0 4830 0 2368031 12967186 27396282 811132 602178 22145 0 150000 2518031 983277 3120209 X 4344122 17602360 7639787 6673713 11983909 24276073 12967186 27396282 12292164 0 X X 0 1 X 1 0 X 7612062 5439369 9376944 14880069 20560633 57869077 7612062 5439369 9376944 14880069 20560633 57869077 16956582 40912495 459 22 60 62 19504 20107 7750 7750 57896934 1864486 0.70660 0.73190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 475300 475300 8161081 8636381 581819 145455 0 0 444112 508875 572109 581819 2106915 3160373 152000 199500 282607 475300 1109407 111028 127219 143027 145455 526729 790094 2050000 2050000 9591552 61844 9529708 729129 684982 44147 325796 247266 78530 81033 28808 52225 11754610 RIGHT-OF-USE ASSETS 2368031 2368031 SMALL BUSINESS ADMINISTRATION LOAN 150000 CURRENT PORTION OF OPERATING LEASE LIABILITIES 605268 LONG-TERM PORTION OF OPERATING LEASE LIABILITIES 1762763 2518031 21275831 0 21275831 -347286 -347286 20928545 8983667 347286 347286 8636381 0 8636381 PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -315,799. LOSS ON DISPOSAL OF FIXED ASSETS -31,487. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 315,799. LOSS ON DISPOSAL OF FIXED ASSETS 31,487. 2022 FIRST CHANCE GALA 956581 912071 44510 11100 76810 226039 956581 912071 44510 11100 76810 226039 313949 -269439 X X X 0 0 0 0 0 0 0 0 0 DANNY LUDEMAN CHAIRMAN AND CEO 253225 0 148500 0 0 0 0 0 20127 0 421852 0 0 0 MICHELLE SMITH CHIEF OPERATING OFFICER 226103 0 114000 0 0 0 0 0 5738 0 345841 0 0 0 ROKAS VARANAVICIUS SVP, SR. DIRECTOR OF IT 156781 0 56900 0 0 0 0 0 4997 0 218678 0 0 0 SARAH TOPAL DIRECTOR OF CONCORDANCE INSTITUTE 120771 0 64000 0 0 0 0 0 10531 0 195302 0 0 0 KATE KAY EVP HEAD OF COMMUNITY & LIFE SKILLS 133972 0 50000 0 0 0 0 0 4830 0 188802 0 0 0 JILL LEWIN SVP, DIRECTOR OF MCD (THRU 12/2022) 115298 0 38100 0 0 0 0 0 9221 0 162619 0 0 0 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. X 4 821274 FMV X 1 11300000 APPRAISAL 0 1 0 PART I, COLUMN (B): THIS IS THE NUMBER OF CONTRIBUTORS. THE "ITEMS" RECEIVED WERE VARIOUS SHARES IN MARKETABLE SECURITIES AND WINFIELD MANOR (LAND AND BUILDING). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT OUT TO THE DIRECTORS ELECTRONICALLY WITH A REQUEST FOR THEIR REVIEW. IF THERE ARE QUESTIONS OR CHANGES NECESSARY, THE DIRECTORS ARE REQUESTED TO CONTACT THE CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. DIRECTORS AND EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING IF THERE ARE ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE SALARIES ARE DETERMINED BY THE COMPENSATION COMMITTEE AND APPROVED WITH ALL OTHER SALARIES BY THE BOARD AS A PART OF BUDGETARY APPROVALS. THIRD PARTY EVALUATION IS USED TO DETERMINE COMPARABLE MARKET SALARIES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VII ROD NUNN WAS EMPLOYED BY CONCORDANCE AS THE EVP HEAD OF EDUCATION & JOB. HE RESIGNED FROM THIS POSITION IN JUNE 2022. UPON HIS RESIGNATION HE WAS ASKED TO JOIN THE BOARD. HIS COMPENSATION SHOWN ON PART VII REFLECTS HIS TIME SPENT AS A KEY EMPLOYEE OF THE ORGANIZATION. ROD DID NOT RECEIVE ANY COMPENSATION IN HIS DUTIES AS A BOARD MEMBER. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. CONCORDANCE EMPLOYMENT AGENCY LLC 1845 BORMAN COURT ST LOUIS MO 63146 812552395 PROVIDES FLEXIBLE STAFFING SOLUTIONS MO 651715 0 CONCORDANCE