Civic Intelligence

Energized for Excellence Academy

990 • Fiscal year 2016 • EIN 76-0618162

Sep 01, 2015 to Aug 31, 2016 • Filed on Jun 20, 2017

6201 Bissonet StHouston, TX 77081-6809

(713) 773-3600

Siviq Scores

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

Liabilities / Assets

77th percentile

0.59x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.32x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

82nd percentile

22%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

99th percentile

443%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$10,663,449

Up $8,701,082 (+443%) from 2015

Net Assets

Up

$4,330,456

Up $2,784,491 (+180%) from 2015

Liabilities

Up

$6,332,993

Up $5,916,591 (+1421%) from 2015

Revenue

Up

$19,495,850

Up $2,088,198 (+12%) from 2015

Expenses

Up

$15,248,202

Up $3,029,108 (+25%) from 2015

Net Income

Down

$4,247,648

Down $940,910 (-18%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$10M$0-$10MAssets 2010: $2,102,825Liabilities 2010: $1,240,712Net Assets 2010: $862,1132010Assets 2011: $3,801,579Liabilities 2011: $3,830,216Net Assets 2011: -$28,6372011Assets 2012: $3,139,263Liabilities 2012: $5,002,701Net Assets 2012: -$1,863,4382012Assets 2013: $2,951,478Liabilities 2013: $4,825,923Net Assets 2013: -$1,874,4452013Assets 2014: $8,510,380Liabilities 2014: $6,489,598Net Assets 2014: $2,020,7822014Assets 2015: $1,962,367Liabilities 2015: $416,402Net Assets 2015: $1,545,9652015Assets 2016: $10,663,449Liabilities 2016: $6,332,993Net Assets 2016: $4,330,4562016Assets 2017: $13,897,509Liabilities 2017: $8,342,185Net Assets 2017: $5,555,3242017Assets 2018: $11,774,292Liabilities 2018: $6,723,121Net Assets 2018: $5,051,1712018Assets 2019: $4,482,173Liabilities 2019: $6,897,786Net Assets 2019: -$2,415,6132019Assets 2020: $2,959,977Liabilities 2020: $7,732,489Net Assets 2020: -$4,772,5122020Assets 2021: $1,351,482Liabilities 2021: $3,835,519Net Assets 2021: -$2,484,0372021Assets 2022: $813,052Liabilities 2022: $2,705,652Net Assets 2022: -$1,892,6002022Assets 2023: $18,349,584Liabilities 2023: $17,249,176Net Assets 2023: $1,100,4082023Assets 2024: $12,386,085Liabilities 2024: $12,206,655Net Assets 2024: $179,4302024

Highlighted filing

2016

Assets$10,663,449
Liabilities$6,332,993
Net Assets$4,330,456

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2010: $11,466,178Expenses 2010: $9,939,293Net Income 2010: $1,526,8852010Revenue 2011: $11,818,389Expenses 2011: $10,770,117Net Income 2011: $1,048,2722011Revenue 2012: $11,393,796Expenses 2012: $13,227,047Net Income 2012: -$1,833,2512012Expenses 2013: $12,069,2642013Revenue 2014: $12,804,883Expenses 2014: $11,443,748Net Income 2014: $1,361,1352014Revenue 2015: $17,407,652Expenses 2015: $12,219,094Net Income 2015: $5,188,5582015Revenue 2016: $19,495,850Expenses 2016: $15,248,202Net Income 2016: $4,247,6482016Revenue 2017: $18,343,833Expenses 2017: $17,118,965Net Income 2017: $1,224,8682017Revenue 2018: $18,918,944Expenses 2018: $19,423,096Net Income 2018: -$504,1522018Revenue 2019: $18,006,122Expenses 2019: $25,472,906Net Income 2019: -$7,466,7842019Revenue 2020: $17,827,881Expenses 2020: $20,184,780Net Income 2020: -$2,356,8992020Revenue 2021: $18,898,659Expenses 2021: $16,610,181Net Income 2021: $2,288,4782021Revenue 2022: $15,700,607Expenses 2022: $15,109,170Net Income 2022: $591,4372022Revenue 2023: $16,350,217Expenses 2023: $13,357,209Net Income 2023: $2,993,0082023Revenue 2024: $12,199,931Expenses 2024: $13,120,909Net Income 2024: -$920,9782024

Highlighted filing

2016

Revenue$19,495,850
Expenses$15,248,202
Net Income$4,247,648
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jun 20, 2017
Return Version
2015v3.0
Gross Receipts
$19,495,850
Mission and Program Overview

Mission

The mission is to provide a variety of learning oppotunities as well as supportive services needed for obtaining basic school academic and social skills to ensure grade level advancement to energize student to achieve excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$207,019$6,257,115▲ $6,050,096
Cash and Non-Interest-Bearing Accounts$194,440$3,987,418▲ $3,792,978
Inventories for Sale or Use$622,826--
Land, Buildings, and Equipment, Net$938,082$304,907▼ $633,175
Other Notes and Loans Receivable, Net-$59,678-
Total Assets$1,962,367$10,663,449▲ $8,701,082
Other Assets Total-$54,331-
Liabilities
Deferred Revenue$4,654,076$4,790,163▲ $136,087
Accounts Payable and Accrued Expenses$-4,240,088$1,542,830▲ $5,782,918
Unsecured Notes Loans Payable$2,414--
Total Liabilities$416,402$6,332,993▲ $5,916,591
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$7,642,874-
Unrestricted Net Assets$1,545,965$-3,312,418▼ $4,858,383
Total Net Assets Fund Balance$1,545,965$4,330,456▲ $2,784,491
Total Liabilities and Net Assets / Fund Balance$1,962,367$10,663,449▲ $8,701,082

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$577,724-$577,724
Leasehold Improvements$-280,467$405,480$125,013
Other Land Buildings$7,650$1,350$9,000
Other Assets Org$54,331--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr M CarringtonPresident
Dr James DouglasVice President
Percy CreuzotBoard Memeber
Lois BulllockHead of Schools
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,853,507
Investment Income
$0
Other Revenue
$642,343
Change in Net Assets
$4,247,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,519,509
Other Expenses$6,728,693
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,601,082--$7,601,082
Fees for Services Other$2,193,621--$2,193,621
Occupancy$1,969,797--$1,969,797
Other Expenses$1,023,631--$1,023,631
Payroll Taxes$622,367--$622,367
Other Employee Benefits$296,060--$296,060
All Other Expenses$196,535--$196,535
Insurance$162,007--$162,007
Fees for Services Legal-$81,400-$81,400
Fees for Services Accounting-$71,756-$71,756
Depreciation Depletion$68,975--$68,975
Office Expenses$67,408--$67,408
Conferences and Meetings$65,164--$65,164
Advertising$36,213$781-$36,994
Travel$14,738--$14,738
Total Functional Expenses$15,094,265$153,937$0$15,248,202
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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 governing body review Part VI line 11

The board is given the 990 after its is filed/however the board has designated its head of schools to review and approve the doceument prior to filing.

Conflict of interest policy compliance Part VI line 12C

Yes. This policy is reviewed and enforced by the head of schools and the board of directors at its annual meeting. Conflicts of interest must be disclosed by each affected party.

CEO executive director top management comp Part VI line 15A

The board as whole reviews evaluates the head of schools annual salary, each year.

Other officer or key employee compensation Part VI line 15B

The board designates the head of schools to review and recommend salary increase for other employees.

Form 990 availability to public Part VI line 18

BY REQUEST ONLY

Governing documents etc available to public Part VI line 19

The governing documents, financial statement and conflict of interest documents are available to the public by request only.

Filing and Contact Details

Filer

Filer Name
Energized for Excellence Academy
EIN
76-0618162
Address
6201 BISSONET ST, Houston, TX 77081-6809

Signing Officer

Name
Lois Bulllock
Title
President
Phone
7137733600
Signed
2017-06-20
Discuss with paid preparer
No

Organization Details

Formed
1999
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Walter D Davis CPA
Address
P O BOX 36466, Houston, TX 77236
Preparer
Walter D Davis
Phone
7135222020
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Other prof services 118121contract services 2075500total 2193621

Raw XML Appendix376 raw XML fields

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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IRS990/RevenueAmt019495850
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0577724
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0577724
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0-280467
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0405480
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0125013
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt054331
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSIT-DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07650
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01350
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0304907
IRS990ScheduleD/TotalBookValueOtherAssetsAmt054331
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE RECEIVED FROM GOVERNMENT AGENCIES FOR TITLE I SERVICES
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Governmental Agency Financial Aid (Questions 6a and 6b)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD IS GIVEN THE 990 AFTER ITS IS FILED/HOWEVER THE BOARD HAS DESIGNATED ITS HEAD OF SCHOOLS TO REVIEW AND APPROVE THE DOCEUMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES. THIS POLICY IS REVIEWED AND ENFORCED BY THE HEAD OF SCHOOLS AND THE BOARD OF DIRECTORS AT ITS ANNUAL MEETING. CONFLICTS OF INTEREST MUST BE DISCLOSED BY EACH AFFECTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD AS WHOLE REVIEWS EVALUATES THE HEAD OF SCHOOLS ANNUAL SALARY, EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DESIGNATES THE HEAD OF SCHOOLS TO REVIEW AND RECOMMEND SALARY INCREASE FOR OTHER EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BY REQUEST ONLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS, FINANCIAL STATEMENT AND CONFLICT OF INTEREST DOCUMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER PROF SERVICES 118121CONTRACT SERVICES 2075500TOTAL 2193621
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt07642874
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01962367
IRS990/TotalAssetsEOYAmt010663449
IRS990/TotalAssetsGrp/BOYAmt01962367
IRS990/TotalAssetsGrp/EOYAmt010663449
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0153937
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015094265
IRS990/TotalFunctionalExpensesGrp/TotalAmt015248202
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0416402
IRS990/TotalLiabilitiesEOYAmt06332993
IRS990/TotalLiabilitiesGrp/BOYAmt0416402
IRS990/TotalLiabilitiesGrp/EOYAmt06332993
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01545965
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04330456
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015094265
IRS990/TotalProgramServiceRevenueAmt018853507
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019495850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019495850
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01962367
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010663449
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt014738
IRS990/TravelGrp/TotalAmt014738
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01545965
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-3312418
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02414
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS BULLLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07137733600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENERGIZED FOR EXCELLENCE ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0ENER
ReturnHeader/Filer/EIN0760618162
ReturnHeader/Filer/USAddress/AddressLine1Txt06201 BISSONET ST
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770816809
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760592043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER D DAVIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 36466
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077236
ReturnHeader/PreparerPersonGrp/PhoneNum07135222020
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Walter D Davis
ReturnHeader/ReturnTs02017-06-20T10:37:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$12.2$0.18$12.2$13.1$0.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$17.2$1.10$16.4$13.4$2.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$2.71$1.89$15.7$15.1$0.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$3.84$2.48$18.9$16.6$2.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$7.73$4.77$17.8$20.2$2.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$6.90$2.42$18.0$25.5$7.47
2018Summary only. Only limited summary data is available for this year.$11.8$6.72$5.05$18.9$19.4$0.50
2017Summary only. Only limited summary data is available for this year.$13.9$8.34$5.56$18.3$17.1$1.22
2016Detailed filing. Detailed filing data is available for this year.$10.7$6.33$4.33$19.5$15.2$4.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.42$1.55$17.4$12.2$5.19
2014Detailed filing. Detailed filing data is available for this year.$8.51$6.49$2.02$12.8$11.4$1.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$4.83$1.87$12.1
2012Summary only. Only limited summary data is available for this year.$3.14$5.00$1.86$11.4$13.2$1.83
2011Summary only. Only limited summary data is available for this year.$3.80$3.83$0.03$11.8$10.8$1.05
2010Summary only. Only limited summary data is available for this year.$2.10$1.24$0.86$11.5$9.94$1.53