EL CONCILIO FAMILY SERVICES (EIN 953792795) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

YVONNE R GUTIERREZ

Phone

8054869777

Tax Period

2023-01-01 to 2023-12-31

EL CONCILIO FAMILY SERVICES, founded in 1977, is a small nonprofit in the Human Services sector that reported $989K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $955K left a modest 3% surplus.

Mission

TO PROVIDE DIRECT ASSISTANCE TO THE UNDERSERVED LATINO COMMUNITY IN VENTURA COUNTY.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $817,149

Program Service Revenue $103,366

Investment Income $5

Other Revenue $68,685

TOTAL REVENUE $989,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $630,219

Fundraising Expenses $114,592

Program Expenses $773,499

Other Expenses $324,719

TOTAL EXPENSES $954,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$989,205	$840,526	+0.2%
Expenses	$954,938	$824,560	+0.2%
Net Income	$34,267	$15,966	+1.1%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

$109,990

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRES HERRERA	PRESIDENT	1.00	Officer Director	$0	$0	$0
MOHAMMED HASAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIA M VENTURA	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM CADY	TREASURER	1.00	Officer Director	$0	$0	$0
ERNIE VILLEGAS	MEMBER AT LARGE (PAST CHAI	1.00	Director	$0	$0	$0
CARMEN DE ARCOS-GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
MARINA MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
JEANNETTE SANCHEZ-PALACIOS	DIRECTOR	1.00	Director	$0	$0	$0
LUPE SERVIN	DIRECTOR	1.00	Director	$0	$0	$0
ELISABETH V PANIAGUA	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE R GUITERREZ	EXECUTIVE DIRECTOR	40.00	Director	$109,990	$0	$109,990
NATALIE YANEZ	DIRECTOR	1.00	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	$989,205	$954,938	$777,440	$34,267
2022	$840,526	$824,560	$775,913	$15,966
2021	$885,769	$743,329	$543,879	$142,440
2020	$817,008	$789,225	$462,980	$27,783
2019	$609,381	$662,235	$407,776	$-52,854
2018	$910,571	$764,032	$428,101	$146,539

EL CONCILIO FAMILY SERVICES