Civic Intelligence

Zoe Grace Foundation

990PF • Fiscal year 2019 • EIN 48-1291668

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 20, 2020

200 Crescent CourtDallas, TX 75201

(214) 849-5819

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.09x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-585600%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$404,537

Down $119,573 (-23%) from 2018

Net Assets

Down

$404,537

Down $119,573 (-23%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Up

$11

Up $14,752 (+100%) from 2018

Expenses

Up

$64,427

Up $16,777 (+35%) from 2018

Net Income

Down

-$64,416

Down $2,025 (-3.2%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $385,079Liabilities 2011: $02011Assets 2012: $375,046Liabilities 2012: $02012Assets 2013: $351,418Liabilities 2013: $32013Assets 2014: $387,035Liabilities 2014: $2Net Assets 2014: $387,0332014Assets 2015: $427,351Liabilities 2015: $1Net Assets 2015: $427,3512015Assets 2016: $460,846Liabilities 2016: $0Net Assets 2016: $460,8462016Assets 2017: $534,514Liabilities 2017: $0Net Assets 2017: $534,5142017Assets 2018: $524,110Liabilities 2018: $0Net Assets 2018: $524,1102018Assets 2019: $404,537Liabilities 2019: $1Net Assets 2019: $404,5372019Assets 2020: $434,332Liabilities 2020: $1Net Assets 2020: $434,3322020Assets 2021: $401,887Liabilities 2021: $1Net Assets 2021: $401,8872021Assets 2022: $268,697Liabilities 2022: $1Net Assets 2022: $268,6972022Assets 2023: $383,844Liabilities 2023: $1Net Assets 2023: $383,8442023Assets 2024: $337,526Liabilities 2024: $0Net Assets 2024: $337,5262024

Highlighted filing

2019

Assets$404,537
Liabilities$1
Net Assets$404,537

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $4,247Expenses 2011: $18,179Net Income 2011: -$13,9322011Revenue 2012: $4,637Expenses 2012: $14,670Net Income 2012: -$10,0332012Revenue 2013: $10Expenses 2013: $23,641Net Income 2013: -$23,6312013Revenue 2014: $50,023Expenses 2014: $14,405Net Income 2014: $35,6182014Revenue 2015: $16,273Expenses 2015: $60,915Net Income 2015: -$44,6422015Revenue 2016: $57,020Expenses 2016: $23,525Net Income 2016: $33,4952016Revenue 2017: $93,043Expenses 2017: $19,375Net Income 2017: $73,6682017Revenue 2018: -$14,741Expenses 2018: $47,650Net Income 2018: -$62,3912018Revenue 2019: $11Expenses 2019: $64,427Net Income 2019: -$64,4162019Revenue 2020: $20Expenses 2020: $34,305Net Income 2020: -$34,2852020Revenue 2021: $13Expenses 2021: $32,150Net Income 2021: -$32,1372021Revenue 2022: $100,017Expenses 2022: $36,281Net Income 2022: $63,7362022Revenue 2023: $1Expenses 2023: $16,000Net Income 2023: -$15,9992023Revenue 2024: $13,178Expenses 2024: $38,106Net Income 2024: -$24,9282024

Highlighted filing

2019

Revenue$11
Expenses$64,427
Net Income-$64,416
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 20, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa RoossienPresident-$0--
Blair BakerSecretary-$0--
Stephanie BakerTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Zoe Grace Foundation
EIN
48-1291668
Phone
2148495819
Address
200 Crescent Court, Dallas, TX 75201

Signing Officer

Name
Lisa Roossien
Title
President
Signed
2020-07-20
Discuss with paid preparer
Yes

Preparer

Firm
George Williams LLC
Address
986 Winged Foot Drive, Fairview, TX 75069
Preparer
George Williams CPA
Phone
2149148018
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05002 W Lovers Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14124 Oak Lawn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22001 W Plano Parkway 1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34516 Lovers Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt425 Highland Park Village 100-230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt517480 Dallas Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610600 Preston Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 4527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82815 S Ervay St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93550 West Dallas St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103419 Westminster
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 Highland Park Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12300 AVSC Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13Various addresses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Plano
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575287
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd875215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd977019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1075205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1175205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1281611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1375201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064427
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021588
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0174929
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060915
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064427
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042839
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0186297
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0143458
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt073777
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Investment Distributions
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Roossien
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Zoe Grace Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ZOEG
ReturnHeader/Filer/EIN0481291668
ReturnHeader/Filer/PhoneNum02148495819
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Crescent Court
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203639005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0George Williams LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0986 Winged Foot Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075069
ReturnHeader/PreparerPersonGrp/PhoneNum02149148018
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Williams CPA
ReturnHeader/ReturnTs02020-07-20T08:55:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.13$0.38$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.00$0.16$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$1.00$0.36$0.64
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.00$0.32$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.00$0.34$0.34
2019Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.00$0.64$0.64
2018Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.15$0.48$0.62
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.93$0.19$0.74
2016Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.57$0.24$0.33
2015Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.16$0.61$0.45
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.50$0.14$0.36
2013Summary only. Only limited summary data is available for this year.$3.51$0.00$0.00$0.24$0.24
2012Summary only. Only limited summary data is available for this year.$3.75$0.00$0.05$0.15$0.10
2011Summary only. Only limited summary data is available for this year.$3.85$0.00$0.04$0.18$0.14