Civic Intelligence

The Concilio

990 • Fiscal year 2023 • EIN 75-1770140

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

70th percentile

0.34x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.17x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

50th percentile

3.7%

Higher net margin than 50% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$225,768

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

32nd percentile

-0.1%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

18%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,637,909

Down $1,933 (-0.1%) from 2022

Net Assets

Up

$1,734,773

Up $195,770 (+13%) from 2022

Liabilities

Down

$903,136

Down $197,703 (-18%) from 2022

Revenue

Up

$5,263,282

Up $801,998 (+18%) from 2022

Expenses

Up

$5,067,512

Up $340,072 (+7.2%) from 2022

Net Income

Up

$195,770

Up $461,926 (+174%) from 2022

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

2023

Assets$2,637,909
Liabilities$903,136
Net Assets$1,734,773

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

2023

Revenue$5,263,282
Expenses$5,067,512
Net Income$195,770
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$5,407,035
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
Cash and Non-Interest-Bearing Accounts$1,451,824$1,167,361▼ $284,463
Pledges and Grants Receivable$368,023$837,388▲ $469,365
Land, Buildings, and Equipment, Net$106,408$104,501▼ $1,907
Prepaid Expenses and Deferred Charges$47,171$26,437▼ $20,734
Savings and Temporary Cash Investments-$0-
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$2,639,842$2,637,909▼ $1,933
Other Assets Total$666,416$502,222▼ $164,194
Liabilities
Other Liabilities$666,416$574,657▼ $91,759
Accounts Payable and Accrued Expenses$341,825$328,479▼ $13,346
Deferred Revenue$92,598--
Total Liabilities$1,100,839$903,136▼ $197,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$805,921$1,128,643▲ $322,722
Net Assets With Donor Restrictions$733,082$606,130▼ $126,952
Total Net Assets Fund Balance$1,539,003$1,734,773▲ $195,770
Total Liabilities and Net Assets / Fund Balance$2,639,842$2,637,909▼ $1,933

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$64,644$59,659$124,303
Leasehold Improvements$39,857$12,337$52,194
Other Assets Org$502,222--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Florencia Valesco FortnerPresident & CEOFT$204,785$20,983$225,768
Jayci GiacconeSVPFT$107,723$6,686$114,409
Leticia Tudon FernandezVP-$100,101$14,013$114,114

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,235,632
Program Service Revenue
$2,064,915
Investment Income
$0
Other Revenue
$-37,265
All Other Contributions
$3,046,737
Change in Net Assets
$195,770

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,263,282
Total Revenue per Audited Statements
$5,263,282
Total Revenue per Form 990
$5,263,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,728,965
Other Expenses$1,207,771
Grants and Similar Amounts Paid$1,130,776
Total Fundraising Expense$158,403
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,337,979$75,230$110,971$2,524,180
Grants to Domestic Individuals$1,130,776--$1,130,776
Current Officers, Directors, Trustees, and Key Employees$189,252$6,090$9,443$204,785
Occupancy$116,720$217$5,470$122,407
All Other Expenses$103,290$10,954$5,009$119,253
Other Expenses$84,404$54$1,257$85,715
Fees for Services Other$39,879$27,533$1,752$69,164
Insurance$32,210$7,142$968$40,320
Travel$24,738$12,513$1,403$38,654
Depreciation Depletion$23,526$1,175$235$24,936
Total Functional Expenses$4,693,916$215,193$158,403$5,067,512

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,067,512
Total Expenses per Audited Statements$5,067,512
Total Expenses per Form 990$5,067,512
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$143,753
Fundraising Gross Income$106,488
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Dreams Fundraiser$295,383$106,488$26,430$80,058
Total Events$295,383$106,488$143,753$-37,265
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$574,657
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, Section B, Line 11B

The form 990 is reviewed by the finance team including the executive director and executive staff.

Form 990, Part VI, Section B, Line 12C

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, Section B, Line 15A

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, Section B, Line 15B

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, Section C, Line 19

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
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
TX
Voting Board Members
17
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 4: the organization offers a range of services to foster cultural proficiency in organizations and individuals.

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IRS990/Form990PartVIISectionAGrp/PersonNm6SANDRA ROSA
IRS990/Form990PartVIISectionAGrp/PersonNm7SHAWN ALLGOOD
IRS990/Form990PartVIISectionAGrp/PersonNm8JUAN MUNOZ JR
IRS990/Form990PartVIISectionAGrp/PersonNm9MATHEW MICHALAK
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE HICKS
IRS990/Form990PartVIISectionAGrp/PersonNm11PATRICIO GUTIERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm12WHITNEY STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm13MARYANNE PINA-FRODSHAM
IRS990/Form990PartVIISectionAGrp/PersonNm14BEATRIZ JOSEPH EDD
IRS990/Form990PartVIISectionAGrp/PersonNm15KATIE DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm16IRIS LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm17JOSEPH RUIZ
IRS990/Form990PartVIISectionAGrp/PersonNm18NICOLE EDMONDS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SVP
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chair Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Imm Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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IRS990/FormationYr01981
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IRS990/FundraisingGrossIncomeAmt0106488
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IRS990/InsuranceGrp/FundraisingAmt0968
IRS990/InsuranceGrp/ManagementAndGeneralAmt07142
IRS990/InsuranceGrp/ProgramServicesAmt032210
IRS990/InsuranceGrp/TotalAmt040320
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0106408
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0104501
IRS990/LandBldgEquipCostOrOtherBssAmt0176497
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01734773
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-37265
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01128643
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IRS990/OccupancyGrp/ProgramServicesAmt0116720
IRS990/OccupancyGrp/TotalAmt0122407
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IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc2MEETING EXPENSE
IRS990/OtherExpensesGrp/Desc3MARKETING AND COMMUNICATIONS
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IRS990/OtherExpensesGrp/FundraisingAmt31257
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IRS990/OtherExpensesGrp/ProgramServicesAmt2107206
IRS990/OtherExpensesGrp/ProgramServicesAmt384404
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IRS990/OtherExpensesGrp/TotalAmt1288645
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0COMMUNITY BLDG FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02064915
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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01247367
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01072650
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION CONNECTS COMMUNITIES WITH HEALTH RESOURCES AND EDUCATES THEM ON THE IMPORTANCE OF PREVENTATIVE CARE, INCLUDING ASSISTING PEOPLE WITH APPLYING FOR FOOD AND MEDICAL ASSISTANCE ONLINE, PROVIDING A NONE-WEEK HEALTH EDUCATION PROGRAM FOR IMPROVING HEALTH BEHAVIOR FOR PARENTS AND THEIR CHILDEN AND AN EDUCATION PROGRAM TO INCRESE HEALTHY AND NUTITIOUS SHOPPING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0730331
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0843050
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02245373
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01379823
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01179952
IRS990/PYOtherRevenueAmt052410
IRS990/PYProgramServiceRevenueAmt02163501
IRS990/PYRevenuesLessExpensesAmt0-266156
IRS990/PYSalariesCompEmpBnftPaidAmt02167665
IRS990/PYTotalExpensesAmt04727440
IRS990/PYTotalRevenueAmt04461284
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00

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