Civic Intelligence

The Concilio

990 • Fiscal year 2018 • EIN 75-1770140

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 08, 2019

400 South Zang BoulevardDallas, TX 75208

(214) 818-0481

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.06x

Higher debt load relative to assets than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

61st percentile

7.2%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$171,265

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

1.2%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$863,157

Up $144,856 (+20%) from 2017

Net Assets

Up

$815,591

Up $128,608 (+19%) from 2017

Liabilities

Up

$47,566

Up $16,248 (+52%) from 2017

Revenue

Up

$1,783,348

Up $20,359 (+1.2%) from 2017

Expenses

Down

$1,654,740

Down $132,545 (-7.4%) from 2017

Net Income

Up

$128,608

Up $152,904 (+629%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $724,407Liabilities 2011: $37,370Net Assets 2011: $687,0372011Assets 2012: $727,414Liabilities 2012: $27,072Net Assets 2012: $700,3422012Assets 2013: $596,510Liabilities 2013: $18,798Net Assets 2013: $577,7122013Assets 2014: $621,369Liabilities 2014: $33,275Net Assets 2014: $588,0942014Assets 2015: $820,323Liabilities 2015: $17,985Net Assets 2015: $802,3382015Assets 2016: $724,027Liabilities 2016: $12,748Net Assets 2016: $711,2792016Assets 2017: $718,301Liabilities 2017: $31,318Net Assets 2017: $686,9832017Assets 2018: $863,157Liabilities 2018: $47,566Net Assets 2018: $815,5912018Assets 2019: $1,410,231Liabilities 2019: $111,943Net Assets 2019: $1,298,2882019Assets 2020: $1,609,184Liabilities 2020: $363,158Net Assets 2020: $1,246,0262020Assets 2021: $2,318,784Liabilities 2021: $513,625Net Assets 2021: $1,805,1592021Assets 2022: $2,639,842Liabilities 2022: $1,100,839Net Assets 2022: $1,539,0032022Assets 2023: $2,637,909Liabilities 2023: $903,136Net Assets 2023: $1,734,7732023Assets 2024: $2,128,674Liabilities 2024: $669,774Net Assets 2024: $1,458,9002024

Highlighted filing

2018

Assets$863,157
Liabilities$47,566
Net Assets$815,591

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,370,5662011Revenue 2012: $1,660,936Expenses 2012: $1,647,631Net Income 2012: $13,3052012Revenue 2013: $1,563,316Expenses 2013: $1,685,946Net Income 2013: -$122,6302013Revenue 2014: $1,838,238Expenses 2014: $1,827,856Net Income 2014: $10,3822014Revenue 2015: $1,923,724Expenses 2015: $1,709,480Net Income 2015: $214,2442015Revenue 2016: $1,748,575Expenses 2016: $1,672,082Net Income 2016: $76,4932016Revenue 2017: $1,762,989Expenses 2017: $1,787,285Net Income 2017: -$24,2962017Revenue 2018: $1,783,348Expenses 2018: $1,654,740Net Income 2018: $128,6082018Revenue 2019: $2,483,152Expenses 2019: $1,850,455Net Income 2019: $632,6972019Revenue 2020: $2,083,633Expenses 2020: $2,135,895Net Income 2020: -$52,2622020Revenue 2021: $3,240,139Expenses 2021: $2,681,006Net Income 2021: $559,1332021Revenue 2022: $4,461,284Expenses 2022: $4,727,440Net Income 2022: -$266,1562022Revenue 2023: $5,263,282Expenses 2023: $5,067,512Net Income 2023: $195,7702023Revenue 2024: $3,022,662Expenses 2024: $3,298,535Net Income 2024: -$275,8732024

Highlighted filing

2018

Revenue$1,783,348
Expenses$1,654,740
Net Income$128,608
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 8, 2019
Return Version
2018v3.1
Gross Receipts
$1,783,348
Mission and Program Overview

Mission

The concilio began as dallas concilio of hispanic service organizations and in 2010 changed its name to the concilio. Founded in 1981 to fill the role of collaborative partner in response to the needs of an emerging hispanic population, the concilio educated nonprofits and other agencies on effectively reaching this growing demographic. For 39 years, the concilio has specialized in outreach to the hispanic community, as well as actively working with other effective, existing local agencies. Today the concilio provides direct services that fulfill its mission "to build stronger communities by empowering parents to improve the education and health of their families."

The concilio began as dallas concilio of hispanic service organizations and in 2010 changed its name to the concilio. Founded in 1981 to fill the role of collaborative partner in response to the needs of an emerging hispanic population, the concilio educated nonprofits and other agencies on effectively reaching this growing demographic. For 35 years, the concilio has specialized in outreach to the hispanic community, as well as actively working with other effective, existing local agencies. Today the concilio provides direct services that fulfill its mission "to build stronger communities by empowering parents to improve the education and health of their families."

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$83,626$584,720▲ $501,094
Pledges and Grants Receivable$457,889$219,998▼ $237,891
Accounts Receivable$167,296$40,500▼ $126,796
Cash and Non-Interest-Bearing Accounts$9,195$11,820▲ $2,625
Land, Buildings, and Equipment, Net-$6,119-
Prepaid Expenses and Deferred Charges$295$0▼ $295
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$718,301$863,157▲ $144,856
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$31,318$47,566▲ $16,248
Total Liabilities$31,318$47,566▲ $16,248
Net Assets / Fund Balance
Unrestricted Net Assets$586,983$815,591▲ $228,608
Temporarily Rstr Net Assets$100,000--
Total Net Assets Fund Balance$686,983$815,591▲ $128,608
Total Liabilities and Net Assets / Fund Balance$718,301$863,157▲ $144,856

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,119$160,243$166,362
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Florencia Velasco FortnerCEOFT$154,000$17,265$171,265

Board Members and Trustees

NameTitle
Prentis MurphyChair Elect
Catherine OliverosChairman
Michael GagneImm Past Chair
Juan Jose MartinezVice Chair
Ana RodriguezDirector
Carolyn CarlsonDirector
Isaac FazDirector
Lisa MaestasDirector
Michael BroderDirector
Whitney StraussDirector
Daniel RobySecretary
Shontelle MixonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,531,630
Program Service Revenue
$251,718
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,231,630
Change in Net Assets
$128,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,783,348
Revenue Not Reported on Form 990
$79,000
Total Revenue per Audited Statements
$1,862,348
Total Revenue per Form 990
$1,783,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,174,627
Other Expenses$480,113
Total Fundraising Expense$147,239
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$651,964$41,716$45,393$739,073
Other Employee Benefits$167,714$12,847$10,916$191,477
Current Officers, Directors, Trustees, and Key Employees$137,012$11,989$22,264$171,265
Fees for Services Other$49,199$11,575$17,128$77,902
Payroll Taxes$66,259$3,641$2,912$72,812
Occupancy$56,369$3,480$4,336$64,185
Fees for Services Accounting$18,169$13,302$973$32,444
Conferences and Meetings$4,955$2,829$24,174$31,958
All Other Expenses$12,023$1,750$6,730$20,503
Insurance$8,866$5,649$1,041$15,556
Other Expenses$15,937$12,130$1,203$12,130
Advertising$1,446$45$5,949$7,440
Travel$7,255-$142$7,397
Office Expenses$2,866$924$417$4,207
Depreciation Depletion-$765-$765
Total Functional Expenses$1,383,764$123,737$147,239$1,654,740

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,733,740
Expenses per Audited Statements$1,654,740
Total Expenses per Form 990$1,654,740
Expenses Not Reported on Form 990$79,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is reviewed by executive staff. It is then sent to the finance/audit committee, and then presented to the board of directors for approval.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All directors, committee members, and consultants are required to announce any actual or perceived conflict of interest and abstain from voting on any motion or participating in any decisions where the conflict of interest would be applicable.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation is reviewed through a committee of the board called the EXECUTIVE SUPPORT AND APPRAISAL TEAM (ESAT). Then this committee presents its recommendations to the board at a regularly scheduled board meeting for discussion and approval.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation is reviewed through a committee of the board called the ESAT. Then this committee presents its recommendations to the board at a regularly scheduled board meeting for discussion and approval.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The Concilio
EIN
75-1770140
Phone
2148180481
Address
400 SOUTH ZANG BOULEVARD, DALLAS, TX 75208

Signing Officer

Name
Florencia Velasco Fortner
Title
CEO
Signed
2019-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Florencia Velasco Fortner
Formed
1981
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
12
Employees
54
Volunteers
161

Preparer

Firm
Sutton Frost Cary LLP
Address
600 Six Flags Dr Suite 600, Arlington, TX 76011
Preparer
Kimberly D Crawford
Phone
8176498083
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

Lena start is an evidence-based parent education program focused on increasing interactive talk between parents with children three and younger. The primary goal of the lena start program is to increase language development in children from low-income families in order to close the achievement gap between children from poverty-level families and their more privileged peers.lena start's 13-week program hosts one-hour sessions and includes slide presentations, videos, practical techniques, and regular feedback from lena technology to help parents improve their home talk environment. Between sessions parents are given a "talk pedometer" to use with their children that records interactive talk between parent and child throughout the day. The talk pedometer is a safe device the child wears. Data from the device is then analyzed through lena technology software and feedback is given to parents each week that includes adult word count, interactions between child and adults (conversational turns), self-reported reading minutes, and minutes of electronics/tv sound that may interfere with conversations.in partnership with unidosus, avanzando through college is a program with a goal to equip students with the skills, information, and support systems needed to identify student services, transfer to a four-year college (if applicable), and graduate college. To meet these goals, the avanzando program offers 13 monthly workshops and events focused on topics identified by researchers, practitioners, and students as key to college retention and success of latino college students.

Form 990, Part I, Line 5 - Number of Individuals Employed in 2016

The concilio does not file a w-3 directly as it uses a peo for employment and payroll functions. During 2017 the concilio had 74 individuals employed under the peo arrangment. All compensation information disclosed in part vii of the 990 was paid by the peo and filed under its combined w-3.

Financial Statement Notes

Part X : FIN48 Footnote

The organization is recognized by the internal revenue service as exempt from federal income tax under section 501(c)(3) of the internal revenue code (irc) and is not a private foundation as defined in the irc. Income generated from activities unrelated to the organization's exempt purposes is subject to tax under irc section 511. The organiation did not have a material unrealted business income tax liability as of december 31, 2018. Therefore, no tax provision or liability has been reported.gaap requires the evaluation of tax positions taken in the course of preparing the organization's tax return and recognition of a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the organization and has concluded that as of decemeber 31, 2018, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

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IRS990/ActivityOrMissionDesc0THE CONCILIO BEGAN AS DALLAS CONCILIO OF HISPANIC SERVICE ORGANIZATIONS AND IN 2010 CHANGED ITS NAME TO THE CONCILIO. FOUNDED IN 1981 TO FILL THE ROLE OF COLLABORATIVE PARTNER IN RESPONSE TO THE NEEDS OF AN EMERGING HISPANIC POPULATION, THE CONCILIO EDUCATED NONPROFITS AND OTHER AGENCIES ON EFFECTIVELY REACHING THIS GROWING DEMOGRAPHIC. FOR 35 YEARS, THE CONCILIO HAS SPECIALIZED IN OUTREACH TO THE HISPANIC COMMUNITY, AS WELL AS ACTIVELY WORKING WITH OTHER EFFECTIVE, EXISTING LOCAL AGENCIES. TODAY THE CONCILIO PROVIDES DIRECT SERVICES THAT FULFILL ITS MISSION "TO BUILD STRONGER COMMUNITIES BY EMPOWERING PARENTS TO IMPROVE THE EDUCATION AND HEALTH OF THEIR FAMILIES."
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IRS990/Form990PartVIISectionAGrp/PersonNm3FLORENCIA VELASCO FORTNER
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IRS990/Form990PartVIISectionAGrp/PersonNm11WHITNEY STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm12DANIEL ROBY
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IRS990/MissionDesc0THE CONCILIO BEGAN AS DALLAS CONCILIO OF HISPANIC SERVICE ORGANIZATIONS AND IN 2010 CHANGED ITS NAME TO THE CONCILIO. FOUNDED IN 1981 TO FILL THE ROLE OF COLLABORATIVE PARTNER IN RESPONSE TO THE NEEDS OF AN EMERGING HISPANIC POPULATION, THE CONCILIO EDUCATED NONPROFITS AND OTHER AGENCIES ON EFFECTIVELY REACHING THIS GROWING DEMOGRAPHIC. FOR 35 YEARS, THE CONCILIO HAS SPECIALIZED IN OUTREACH TO THE HISPANIC COMMUNITY, AS WELL AS ACTIVELY WORKING WITH OTHER EFFECTIVE, EXISTING LOCAL AGENCIES. TODAY THE CONCILIO PROVIDES DIRECT SERVICES THAT FULFILL ITS MISSION "TO BUILD STRONGER COMMUNITIES BY EMPOWERING PARENTS TO IMPROVE THE EDUCATION AND HEALTH OF THEIR FAMILIES."
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE CONCILIO'S COMMUNITY HEALTH DEPARTMENT INCLUDES A HOLISTIC FAMILY NUTRITION AND WELLNESS PROGRAM WITH THE LONG-TERM GOAL OF GENERATING LASTING POSITIVE HEALTH BEHAVIORS IN THE LIVES OF PARENTS AND THEIR CHILDREN TO REDUCE RISK FACTORS FOR NUTRITION-RELATED CHRONIC DISEASE AND TO POSTPONE THE ONSET OF DISEASE BY ENCOURAGING PARTICIPANTS TO ESTABLISH HEALTHY HABITS EARLY ON. TO MEET THIS GOAL, WE TEACH PARENTS HOW TO HELP THEIR CHILDREN BE MORE ACTIVE AND DEVELOP HEALTHY HABITS FOR LIFE. MOREOVER, CHILDREN LEARN AT AN EARLY AGE HOW TO MAKE GOOD DECISIONS FOR THEIR OWN HEALTH. WE ALSO PROVIDE OUR FAMILIES WITH LINKAGE TO HEALTHCARE: PARTICIPANTS RECEIVE ONE-ON-ONE ASSISTANCE WITH ENROLLING INTO CHILDREN'S HEALTH INSURANCE (CHIP), MEDICAID AND SNAP (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM). ADDITIONALLY, WE CAN ASSIST THEM WITH NAVIGATING THE HEALTH INSURANCE MARKETPLACE AND ENROLLING INTO QUALIFIED HEALTH PLANS. DURING 2018, THE CONCILIO SERVED 837 INDIVIDUALS THROUGH THIS PROGRAM.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Concilios Parents as Leaders (PAL) program's purpose is to set the stage for academic success by providing parents with children ages 0 - 5 with the information, resources and training needed to foster children's early literacy and reading abilities and by helping these parents to become effective partners with the school and the community throughout their children's academic careers. PAL can help to mitigate the barriers that our families often find are insurmountable on their own.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.67$1.46$3.02$3.30$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.90$1.73$5.26$5.07$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.64$1.10$1.54$4.46$4.73$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.51$1.81$3.24$2.68$0.56
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.36$1.25$2.08$2.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.11$1.30$2.48$1.85$0.63
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.05$0.82$1.78$1.65$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.69$1.76$1.79$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$1.75$1.67$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.02$0.80$1.92$1.71$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.03$0.59$1.84$1.83$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$1.56$1.69$0.12
2012Summary only. Only limited summary data is available for this year.$0.73$0.03$0.70$1.66$1.65$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.04$0.69$1.37