Civic Intelligence

The Concilio

990 • Fiscal year 2022 • EIN 75-1770140

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 19, 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

81st percentile

0.42x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.25x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

25th percentile

-6.0%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$156,383

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

38%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$2,639,842

Up $321,058 (+14%) from 2021

Net Assets

Down

$1,539,003

Down $266,156 (-15%) from 2021

Liabilities

Up

$1,100,839

Up $587,214 (+114%) from 2021

Revenue

Up

$4,461,284

Up $1,221,145 (+38%) from 2021

Expenses

Up

$4,727,440

Up $2,046,434 (+76%) from 2021

Net Income

Down

-$266,156

Down $825,289 (-148%) from 2021

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

2022

Assets$2,639,842
Liabilities$1,100,839
Net Assets$1,539,003

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

2022

Revenue$4,461,284
Expenses$4,727,440
Net Income-$266,156
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 19, 2024
Return Version
2022v5.0
Gross Receipts
$4,461,284
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$21,895$1,451,824▲ $1,429,929
Savings and Temporary Cash Investments$1,242,457$0▼ $1,242,457
Pledges and Grants Receivable$877,100$368,023▼ $509,077
Land, Buildings, and Equipment, Net$127,417$106,408▼ $21,009
Prepaid Expenses and Deferred Charges$49,915$47,171▼ $2,744
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$2,318,784$2,639,842▲ $321,058
Other Assets Total-$666,416-
Liabilities
Other Liabilities-$666,416-
Accounts Payable and Accrued Expenses$208,698$341,825▲ $133,127
Unsecured Notes Loans Payable$230,685--
Deferred Revenue$74,242$92,598▲ $18,356
Total Liabilities$513,625$1,100,839▲ $587,214
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$595,559$805,921▲ $210,362
Net Assets With Donor Restrictions$1,209,600$733,082▼ $476,518
Total Net Assets Fund Balance$1,805,159$1,539,003▼ $266,156
Total Liabilities and Net Assets / Fund Balance$2,318,784$2,639,842▲ $321,058

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$66,551$57,752$124,303
Leasehold Improvements$39,857$12,337$52,194
Other Assets Org$666,416--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Florencia Valesco FortnerPresident & CEOFT$156,383$156,383

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,245,373
Program Service Revenue
$2,163,501
Investment Income
$0
Other Revenue
$52,410
All Other Contributions
$2,245,373
Change in Net Assets
$-266,156

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,461,284
Total Revenue per Audited Statements
$4,461,284
Total Revenue per Form 990
$4,461,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,167,665
Grants and Similar Amounts Paid$1,379,823
Other Expenses$1,179,952
Total Fundraising Expense$99,212
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,897,559$109,902$3,823$2,011,284
Grants to Domestic Individuals$1,379,823--$1,379,823
Current Officers, Directors, Trustees, and Key Employees$147,550$4,416$4,415$156,381
All Other Expenses$107,677$20,086$132$127,895
Occupancy$113,407$7,247$590$121,244
Other Expenses$66,451$9,749$12,734$88,934
Fees for Services Other$28,513$17,263$83$45,859
Insurance$32,373$6,449$14$38,836
Depreciation Depletion$22,095$1,410-$23,505
Travel$22,580$195-$22,775
Total Functional Expenses$4,408,142$220,086$99,212$4,727,440

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,727,440
Total Expenses per Audited Statements$4,727,440
Total Expenses per Form 990$4,727,440
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,410
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Dreams Fundraiser$52,410$52,410-$52,410
Total Events$52,410$52,410-$52,410
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$666,416
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 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, 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.

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
2024-07-19
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
TX
Voting Board Members
11
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: other programs

Amended

Amended return due to two different professional employer organizations (peos) (payroll providers) issuing two w-2s for same employee. Increased officer's compensation by $70,406. Changes reflected on page 7 part vii line 1 column d increased officer compensation by $70,406 as well as line 5 and line 7 on page 10 part ix officer compensation and other salaries and wages column a, b, c, and d.

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

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IRS990/Form990PartVIISectionAGrp/PersonNm6MATHEW MICHALAK
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
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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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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.
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt057752
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BIG DREAMS FUNDRAISER

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