Civic Intelligence

The Concilio

990 • Fiscal year 2021 • EIN 75-1770140

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

650 Fort Worth Avenue 250Dallas, TX 75208

(214) 818-0481

Siviq Scores

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

Liabilities / Assets

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.16x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

58th percentile

17%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$172,393

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

84th percentile

44%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

56%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,318,784

Up $709,600 (+44%) from 2020

Net Assets

Up

$1,805,159

Up $559,133 (+45%) from 2020

Liabilities

Up

$513,625

Up $150,467 (+41%) from 2020

Revenue

Up

$3,240,139

Up $1,156,506 (+56%) from 2020

Expenses

Up

$2,681,006

Up $545,111 (+26%) from 2020

Net Income

Up

$559,133

Up $611,395 (+1170%) from 2020

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

2021

Assets$2,318,784
Liabilities$513,625
Net Assets$1,805,159

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

2021

Revenue$3,240,139
Expenses$2,681,006
Net Income$559,133
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.0
Gross Receipts
$3,240,139
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 2010changed its name to the concilio. Founded in 1981 to fill the role of collaborativepartner in response to the needs of an emerging hispanic population, the concilioeducated nonprofits and other agencies on effectively reaching this growingdemographic. For 39 years, the concilio has specialized in outreach to the hispaniccommunity, as well as actively working with other effective, existing localagencies. Today the concilio provides direct services that fulfill its mission "tobuild stronger communities by empowering parents to improve the education and healthof their families."

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,086,195$1,242,457▲ $156,262
Pledges and Grants Receivable$304,170$877,100▲ $572,930
Land, Buildings, and Equipment, Net$139,861$127,417▼ $12,444
Prepaid Expenses and Deferred Charges$60,365$49,915▼ $10,450
Cash and Non-Interest-Bearing Accounts$18,593$21,895▲ $3,302
Accounts Receivable-$0-
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$1,609,184$2,318,784▲ $709,600
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$210,632$230,685▲ $20,053
Accounts Payable and Accrued Expenses$92,330$208,698▲ $116,368
Deferred Revenue$60,196$74,242▲ $14,046
Total Liabilities$363,158$513,625▲ $150,467
Net Assets / Fund Balance
Net Assets With Donor Restrictions$385,000$1,209,600▲ $824,600
Net Assets Without Donor Restrictions$861,026$595,559▼ $265,467
Total Net Assets Fund Balance$1,246,026$1,805,159▲ $559,133
Total Liabilities and Net Assets / Fund Balance$1,609,184$2,318,784▲ $709,600

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$87,560$42,205$129,765
Leasehold Improvements$39,857$12,337$52,194
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Florencia Valesco FortnerPresident & CEOFT$143,053$29,340$172,393

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,410,785
Program Service Revenue
$829,354
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,390,063
Change in Net Assets
$559,133

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,240,139
Revenue Not Reported on Form 990
$634
Total Revenue per Audited Statements
$3,240,773
Total Revenue per Form 990
$3,240,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,528,391
Other Expenses$772,495
Grants and Similar Amounts Paid$380,120
Total Fundraising Expense$129,451
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$972,035$47,254$43,101$1,062,390
Grants to Domestic Individuals$380,120--$380,120
Other Employee Benefits$163,949$15,246$7,304$186,499
Current Officers, Directors, Trustees, and Key Employees$150,349$8,352$8,352$167,053
Payroll Taxes$103,063$4,883$4,503$112,449
Occupancy$101,175$5,041$5,227$111,443
All Other Expenses$56,169$10,093$2,337$68,599
Fees for Services Other$17,342$16,158$1,185$34,685
Other Expenses$28,783$2,960$2,868$34,611
Depreciation Depletion$23,060$2,096$1,048$26,204
Insurance$7,127$15,349$171$22,647
Interest-$7,125-$7,125
Travel$5,734--$5,734
Total Functional Expenses$2,408,791$142,764$129,451$2,681,006

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,681,006
Total Expenses per Form 990$2,681,006
Total Expenses per Audited Statements$2,680,372
Expenses Not Reported on Form 990$-634
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 35% controlled entity
No
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 board committee (esat). The esat committee presents its recommendations to the board at a regularly schedule board meeting for discussion and approval.

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

All documents are available upon request.

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/auditcommittee, and then presented to the board of directors for approval.

Form 990, Part VI, Line 12C - Explanation of Monitoring and Enforcemen

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

Form 990, Part VI, Line 15A - Compensation Review & Approval Process -

Compensation is reviewed through a committee of the board called the executivesupport and appraisal team (esat). Then this committee presents its recommendationsto the board at a regularly scheduled board meeting for discussion and approval.

Form 990, Part VI, Line 15B - Compensation Review & Approval Process -

Compensation is reviewed through a committee of the board called the esat. Then thiscommittee presents its recommendations to the board at a regularly scheduled boardmeeting for discussion and approval

Form 990, Part VI, Line 19 - Other Organization Documents Publicly Ava

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The Concilio
EIN
75-1770140
Phone
2148180481
Address
650 FORT WORTH AVENUE 250, DALLAS, TX 75208

Signing Officer

Name
Florencia Valesco Fortner
Title
CEO
Signed
2022-11-01
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
11
Employees
56
Volunteers
250

Preparer

Firm
Golden Redd & Company LLC
Address
5429 Lyndon B Johnson Fwy 350, Dallas, TX 75240
Preparer
Jf Hinton CPA
Phone
2143698200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: the concilios parents as leaders (pal) program's purpose is to set the stage foracademic success by providing parents with children ages 0 - 5 with the information,resources and training needed to foster children's early literacy and readingabilities and by helping these parents to become effective partners with the schooland the community throughout their children's academic careers. Pal can help tomitigate the barriers that our families often find are insurmountable on their own.

Form 990, Part I, Line 1 - Organization Mission or Significant Activit

The concilio began as dallas concilio of hispanic service organizations and in 2010changed its name to the concilio. Founded in 1981 to fill the role of collaborativepartner in response to the needs of an emerging hispanic population, the concilioeducated nonprofits and other agencies on effectively reaching this growingdemographic. For 40 years, the concilio has specialized in outreach to the hispaniccommunity, as well as actively working with other effective, existing local agencies.today the concilio provides direct services that fulfill its mission "to buildstronger communities by empowering parents to improve the education and health oftheir families."

Form 990, Part III, Line 1 - Organization Mission

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

Form 990, Part III, Line 2 - New Services

We started a latino initiative-wrap around services due to covid response such asfinancial assistance and connecting to resources.

Form 990, Part III, Line 4B - Program Service Accomplishments

Behaviors in the lives of parents and their children to reduce risk factors fornutrition-related chronic disease and to postpone the onset of disease byencouraging participants to establish healthy habits early on. To meet this goal, weteach parents how to help their children be more active and develop healthy habitsfor life. Moreover, children learn at an early age how to make good decisions fortheir own health. We also provide our families with linkage to healthcare:participants receive one-on-one assistance with enrolling into children's healthinsurance (chip), medicaid and snap (supplemental nutrition assistance program).additionally, we can assist them with navigating the health insurance marketplaceand enrolling into qualified health plans. During 2021, the concilio served ###individuals through this program.

Form 990, Part III, Line 4B - Program Service Accomplishments

The concilio's community health department includes a holistic family nutrition andwellness program with the long-term goal of generating lasting positive health

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Loss on sale of equipment $1009

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IRS990/ActivityOrMissionDesc0THE CONCILIO BEGAN AS DALLAS CONCILIO OF HISPANIC SERVICE ORGANIZATIONS AND IN 2010CHANGED ITS NAME TO THE CONCILIO. FOUNDED IN 1981 TO FILL THE ROLE OF COLLABORATIVEPARTNER IN RESPONSE TO THE NEEDS OF AN EMERGING HISPANIC POPULATION, THE CONCILIOEDUCATED NONPROFITS AND OTHER AGENCIES ON EFFECTIVELY REACHING THIS GROWINGDEMOGRAPHIC. FOR 39 YEARS, THE CONCILIO HAS SPECIALIZED IN OUTREACH TO THE HISPANICCOMMUNITY, AS WELL AS ACTIVELY WORKING WITH OTHER EFFECTIVE, EXISTING LOCALAGENCIES. TODAY THE CONCILIO PROVIDES DIRECT SERVICES THAT FULFILL ITS MISSION "TOBUILD STRONGER COMMUNITIES BY EMPOWERING PARENTS TO IMPROVE THE EDUCATION AND HEALTHOF THEIR FAMILIES."
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IRS990/MissionDesc0THE CONCILIO BEGAN AS DALLAS CONCILIO OF HISPANIC SERVICE ORGANIZATIONS AND IN 2010CHANGED ITS NAME TO THE CONCILIO. FOUNDED IN 1981 TO FILL THE ROLE OF COLLABORATIVEPARTNER IN RESPONSE TO THE NEEDS OF AN EMERGING HISPANIC POPULATION, THE CONCILIOEDUCATED NONPROFITS AND OTHER AGENCIES ON EFFECTIVELY REACHING THIS GROWINGDEMOGRAPHIC. FOR 39 YEARS, THE CONCILIO HAS SPECIALIZED IN OUTREACH TO THE HISPANICCOMMUNITY, AS WELL AS ACTIVELY WORKING WITH OTHER EFFECTIVE, EXISTING LOCAL AGENCIES.TODAY THE CONCILIO PROVIDES DIRECT SERVICES THAT FULFILL ITS MISSION "TO BUILDSTRONGER COMMUNITIES BY EMPOWERING PARENTS TO IMPROVE THE EDUCATION AND HEALTH OFTHEIR FAMILIES."
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE CONCILIO'S PARENTS ADVOCATING FOR STUDENT EXCELLENCE (PASE) PROGRAM TEACHES PARENTS HOW TO POSITIVELY IMPACT THEIR CHILD'S EDUCATION BY BEING ACTIVELY ENGAGED-THEY ARE TAUGHT HOW TO NAVIGATE THE SCHOOL SYSTEM, IDENTIFY ACADEMIC CHALLENGES, AND HOW TO PROVIDE A SUPPORTIVE- HOME LEARNING ENVIRONNMENT. DURING 2021 THE CONCILIO SERVED ##### INDIVIDUALS THROUGH THIS PROGRAM.
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IRS990ScheduleA/TotalSupportAmt08919690
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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