2025-11-17T16:05:57-06:00 2024-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-01-01 275121564 CONCORDIA SUMMIT INC CONC 6465681251 134 EAST 40TH STREET 5TH FLOOR NEW YORK NY 10016 MATTHEW SWIFT CEO 6465681251 2025-11-14 1 0 JENNIFER COATES P02247728 2126972299 2024 2025-03-06 01:10:19Z MATTHEW SWIFT 134 EAST 40TH STREET 5TH FLOOR NEW YORK NY 10016 7125412 0 X WWW.CONCORDIA.NET X 2011 NY 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. 12 9 33 9 0 0 3686527 5379779 1202116 1718941 10 111 2495 26581 4891148 7125412 0 0 0 0 1519542 1963050 0 0 594295 3990039 7442049 5509581 9405099 -618433 -2279687 1370950 2800796 2832983 6542516 -1462033 -3741720 X 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. 0 0 8265040 1745522 CONCORDIA FOSTERS MEANINGFUL DIALOGUE, SPARKS COLLABORATION, AND INSPIRES COLLECTIVE ACTION BY WAY OF DIVERSE, INNOVATIVE, AND ACTION-ORIENTED PROGRAMMING. CONCORDIA MEMBERS, PROGRAMMING PARTNERS, AND PROGRAMMING SPONSORS CONNECT AND COLLABORATE YEAR-ROUND TO BRING OUR COMMUNITY TOGETHER TO SHARE BEST PRACTICES, INCUBATE IDEAS, IDENTIFY RESEARCH NEEDS, AND EXPLORE NEW OPPORTUNITIES FOR PARTNERSHIPS. CONCORDIA PARTNERSHIPS INVOLVE TWO OR MORE ENTITIES COMING TOGETHER AROUND A SHARED CHALLENGE. RADICALLY INCLUSIVE IN NATURE, OUR PARTNERSHIPS DRIVE FORWARD UNDERSTANDING THROUGH COLLABORATIVE DIALOGUE EXPERTLY DESIGNED TO SPUR ACTIVITY AND LAUNCH INITIATIVES THAT ACHIEVE SOCIAL IMPACT. THESE INITIATIVES ARE ROOTED IN THE FOUNDATIONAL BEST PRACTICES OF PARTNERSHIPS TO SCALE. CONCORDIA MEMBERS LIE AT THE HEART OF OUR MISSION. BEING PART OF THE CONCORDIA COMMUNITY MEANS THE ABILITY TO UTILIZE EXCLUSIVE NETWORKING OPPORTUNITIES. IT ALSO MEANS ENHANCED ACCESS TO OUR SIGNATURE ANNUAL SUMMIT AND OUR REGIONAL INITIATIVES, AS WELL AS TO SMALLER, CURATED YEAR-ROUND EVENTS. THROUGH CONCORDIA, MEMBERS HAVE ACCESS TO A PLATFORM THROUGH WHICH TO PURSUE UNIQUE AREAS OF INTEREST. 8265040 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 1 0 NY X THE ORGANIZATION 6465681251 134 EAST 40TH STREET 5TH FLOOR NEW YORK NY 10016 MATTHEW SWIFT PRESIDENT/EXECUTIVE DIRECT 40.00 X X 129067 0 933 NICHOLAS LOGOTHETIS CHAIRMAN 40.00 X X 0 0 0 REGINA SHERIDAN BOARD MEMBER 1.00 X 0 0 0 KJ WANG BOARD MEMBER 1.00 X 0 0 0 CORDELL CARTER BOARD MEMBER 1.00 X 0 0 0 TATIANA TORRES BOARD MEMBER 1.00 X 0 0 0 ADRIANA HENRIQUEZ BOARD MEMBER 1.00 X 0 0 0 CAROLINE SCULLIN VICE CHAIRMAN 1.00 X 0 0 0 RODNEY FERGUSON BOARD MEMBER 1.00 X 0 0 0 CHARITY WALLACE BOARD MEMBER 1.00 X 0 0 0 GURDIP PAINTAL TREASURER 40.00 X 115000 0 0 BENJAMIN PLUMER SECRETARY 40.00 X 85000 0 0 HANNE DALMUT SENIOR DIRECTOR, PARTNERSHIPS 40.00 X 109891 0 0 438958 0 933 3 0 0 0 MOSS AGENCY LLC 143 HAMILTON AVENUE BERKELEY HEIGHTS NJ 07922 EVENT PRODUCTION 318580 1 1001943 4377836 5379779 PARTICIPANT FEES 900099 1352630 1352630 SUMMIT TICKET SALES 900099 366311 366311 1718941 111 111 OTHER EVENT REVENUE 900099 26581 26581 26581 7125412 1745522 0 111 X 1171035 632359 234207 304469 330000 178200 66000 85800 33639 18165 6728 8746 347340 187564 69468 90308 81036 43760 16207 21069 25754 25754 17066 17066 3256262 3253280 2982 15259 8240 3052 3967 133422 72048 26684 34690 42115 22742 8423 10950 29840 16114 5968 7758 281845 281845 2839 2839 63120 34085 12624 16411 EVENT FEES 3462735 3462735 BANK CHARGES AND CREDIT 39971 39971 MISCELLANEOUS 38953 21035 7791 10127 INTERNSHIP EXPENSE 32868 32868 9405099 8265040 545764 594295 47317 255146 102502 1044343 166939 330339 87960 191113 944316 957247 121534 98926 21916 22608 1370950 2800796 1991826 3939959 0 347677 2135177 6000 6000 487480 461380 2832983 6542516 X -1462033 -3741720 -1462033 -3741720 1370950 2800796 -2279687 0 X 0 0 0 X 1804448 2516577 2903542 3686527 4879774 15790868 1804448 2516577 2903542 3686527 4879774 15790868 1897885 13892983 7 10 5 10 111 143 5103 9957 75000 2495 92555 15883566 4748523 0.87470 0.83610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121534 98926 22608 22608 MAS ADVISORY INC BOARD MEMBER TO COVER SHORT-TERM OPERATING EXPENSES X 82907 6000 0 0 0 6000 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE OPERATIONS MANAGER AND CO-PRESIDENT REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MAMBERS AND OFFICERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. ANY POTENTIAL OR ACTUAL CONFLICTS ARE DISCUSSED BY THE BOARD OF DIRECTORS. ANY MEMBER INVOLVED IN A POTENTIAL CONFLICT IS NOT INVOLVED IN THE DECISION PROCESS, AS TO WHETHER THERE EXISTS AN ACTUAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/EXECUTIVE DIECTOR COMPENSATION AND BENEFITS ARE DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. WHEN A CHANGE TO THE COMPENSATION LEVEL IS BEING CONSIDERED, THE ED COMPENSATION PACKAGE WILL BE DETERMINED BY THE BOARD USING COMPARABLE DATA AND WILL BE VOTED ON AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,012,356. MANAGEMENT AND GENERAL EXPENSES 2,982. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,015,338. CONTRACTORS: PROGRAM SERVICE EXPENSES 2,240,924. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,240,924.