THE CONCILIO (EIN 751770140) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Phone

2148180481

Tax Period

2023-01-01 to 2023-12-31

THE CONCILIO, founded in 1981, is a community nonprofit in the Human Services sector that reported $5.3M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $5.1M left a modest 4% surplus.

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."

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,235,632

Program Service Revenue $2,064,915

Investment Income $0

Other Revenue $-37,265

TOTAL REVENUE $5,263,282

Expense Breakdown

Grants Paid $1,130,776

Salaries & Benefits $2,728,965

Fundraising Expenses $158,403

Program Expenses $4,693,916

Other Expenses $1,207,771

TOTAL EXPENSES $5,067,512

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,263,282	$4,461,284	+0.2%
Expenses	$5,067,512	$4,727,440	+0.1%
Net Income	$195,770	$-266,156	-1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

250

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$225,768

Total Directors

$225,768

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FLORENCIA VALESCO FORTNER	President & CEO	55.00	Officer Director	$204,785	$20,983	$225,768
JAYCI GIACCONE	SVP	40.00		$107,723	$6,686	$114,409
LETICIA TUDON FERNANDEZ	VP	0.00		$100,101	$14,013	$114,114
WIL MURPHY	Director	1.00	Director	$0	$0	$0
GASTON SIRITO	Secretary	0.00	Officer Director	$0	$0	$0
MICHAEL BRODER	Director	1.00	Director	$0	$0	$0
SANDRA ROSA	Chair Elect	1.00	Director	$0	$0	$0
SHAWN ALLGOOD	Vice Chair	1.00	Officer Director	$0	$0	$0
JUAN MUNOZ JR	Director	0.00	Director	$0	$0	$0
MATHEW MICHALAK	Treasurer	1.00	Officer Director	$0	$0	$0
MICHELLE HICKS	Director	1.00	Director	$0	$0	$0
PATRICIO GUTIERREZ	Director	0.00	Director	$0	$0	$0
WHITNEY STRAUSS	Imm Past Chair	1.00	Director	$0	$0	$0
MARYANNE PINA-FRODSHAM	Chair	1.00	Officer Director	$0	$0	$0
BEATRIZ JOSEPH EDD	Director	0.00	Director	$0	$0	$0
KATIE DOHERTY	Director	0.00	Director	$0	$0	$0
IRIS LOPEZ	Director	0.00	Director	$0	$0	$0
JOSEPH RUIZ	Director	0.00	Director	$0	$0	$0
NICOLE EDMONDS	Director	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$5,263,282	$5,067,512	$2,637,909	$195,770
2022	$4,461,284	$4,727,440	$2,639,842	$-266,156
2022	$4,461,284	$4,727,440	$2,639,842	$-266,156
2021	$3,240,139	$2,681,006	$2,318,784	$559,133
2020	$2,083,633	$2,135,895	$1,609,184	$-52,262
2019	$2,483,152	$1,850,455	$1,410,231	$632,697
2018	$1,783,348	$1,654,740	$863,157	$128,608

THE CONCILIO