Civic Intelligence

Zoe Learning Academy Inc

990 • Fiscal year 2015 • EIN 76-0651761

Sep 01, 2014 to Aug 31, 2015 • Filed on Apr 11, 2016

Organization Profile
2600 SOUTH LOOP WEST Room 285Houston, TX 77054

(713) 661-9600

Siviq Scores

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

Liabilities / Assets

96th percentile

1.47x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.19x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$132,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

63rd percentile

9.2%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$623,218

Down $332,863 (-35%) from 2014

Net Assets

Down

-$292,886

Down $532,633 (-222%) from 2014

Liabilities

Up

$916,104

Up $199,770 (+28%) from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin20th percentile

Revenue

Up

$4,757,758

Up $399,007 (+9.2%) from 2014

Expenses

Up

$5,290,391

Up $786,404 (+17%) from 2014

Net Income

Down

-$532,633

Down $387,397 (-267%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,182,365Liabilities 2011: $392,308Net Assets 2011: $790,0572011Assets 2012: $1,048,601Liabilities 2012: $249,370Net Assets 2012: $799,2312012Assets 2014: $956,081Liabilities 2014: $716,334Net Assets 2014: $239,7472014Assets 2015: $623,218Liabilities 2015: $916,104Net Assets 2015: -$292,8862015Assets 2016: $1,200,366Liabilities 2016: $923,727Net Assets 2016: $276,6392016

Highlighted filing

2015

Assets$623,218
Liabilities$916,104
Net Assets-$292,886
Open 2015 Filing

Operations Trend

Revenue Growth63rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $5,165,6052011Expenses 2012: $4,426,6472012Revenue 2014: $4,358,751Expenses 2014: $4,503,987Net Income 2014: -$145,2362014Revenue 2015: $4,757,758Expenses 2015: $5,290,391Net Income 2015: -$532,6332015Revenue 2016: $5,274,136Expenses 2016: $4,704,611Net Income 2016: $569,5252016

Highlighted filing

2015

Revenue$4,757,758
Expenses$5,290,391
Net Income-$532,633
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Apr 11, 2016
Return Version
2014v6.0
Gross Receipts
$4,757,758
Mission and Program Overview

Mission

Provide general and special education to at risk students.

Provide general education services for students in grades pre-k through 6.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$668,059$610,920▼ $57,139
Prepaid Expenses and Deferred Charges$15,000--
Pledges and Grants Receivable$257,011$11,209▼ $245,802
Cash and Non-Interest-Bearing Accounts$16,011$1,089▼ $14,922
Total Assets$956,081$623,218▼ $332,863
Liabilities
Accounts Payable and Accrued Expenses$616,334$651,814▲ $35,480
Unsecured Notes Loans Payable$100,000$264,290▲ $164,290
Total Liabilities$716,334$916,104▲ $199,770
Net Assets / Fund Balance
Unrestricted Net Assets$64,730$64,730→ $0
Temporarily Rstr Net Assets$175,017$-357,616▼ $532,633
Total Net Assets Fund Balance$239,747$-292,886▼ $532,633
Total Liabilities and Net Assets / Fund Balance$956,081$623,218▼ $332,863

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$610,920$355,398$966,318
Equipment-$110,691$110,691
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard S RoseSuperintendentFT$132,000$132,000
Everett R BassieControllerPT$66,764$66,764

Board Members and Trustees

NameTitle
Joyce ColquittBoard President
Eva PhaganBoard Member
Yvonne SellsBoard Member
Matthew W ThompsonBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Ljc Financial LLCFacility Lease-$326,859
Southwest Harwest ChurchFacility Lease-$215,262
City Wide ClubFacility Lease-$200,000
All-n-one Education & Enrichment LLCStudent Bus Service-$149,007
PwpEducational Consultants-$131,968
Revenue and Support

Revenue Composition

Contributions and Grants
$1,048,141
Program Service Revenue
$3,709,617
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-532,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,843,803
Salaries, Compensation, and Employee Benefits$2,446,588
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,610,756$284,251-$1,895,007
Occupancy$1,099,801$194,082-$1,293,883
Office Expenses$229,677$76,559-$306,236
Current Officers, Directors, Trustees, and Key Employees$166,000$133,000-$299,000
Other Expenses$245,418--$245,418
Other Employee Benefits$191,718$33,832-$225,550
Interest-$168,552-$168,552
Fees for Services Accounting-$86,000-$86,000
Fees for Services Legal-$63,900-$63,900
Depreciation Depletion-$57,139-$57,139
Payroll Taxes$22,976$4,055-$27,031
Insurance$16,706$2,948-$19,654
Travel$5,808--$5,808
Total Functional Expenses$4,186,073$1,104,318$0$5,290,391
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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 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, Line 11A

“The board president is responible for distrubuting the form 990 to the board.”

Filing and Contact Details

Filer

Filer Name
Zoe Learning Academy Inc
EIN
76-0651761
Phone
7136619600
Address
2600 SOUTH LOOP WEST Room 285, HOUSTON, TX 77054

Signing Officer

Name
Richard S Rose Superintendent
Title
Superintendent
Signed
2016-04-11
Discuss with paid preparer
No

Organization Details

Formed
2000
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
88

Preparer

Firm
Fields Enterprises
Address
11222 RICHMOND AVE STE 195, HOUSTON, TX 77082
Preparer
Winfred Fields
Phone
2814969598
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IRS990/TotalLiabilitiesEOYAmt0916104
IRS990/TotalLiabilitiesGrp/BOYAmt0716334
IRS990/TotalLiabilitiesGrp/EOYAmt0916104
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239747
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-292886
IRS990/TotalProgramServiceExpensesAmt04186073
IRS990/TotalProgramServiceRevenueAmt03709617
IRS990/TotalReportableCompFromOrgAmt0198764
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04757758
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0956081
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0623218
IRS990/TravelGrp/ProgramServicesAmt05808
IRS990/TravelGrp/TotalAmt05808
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt064730
IRS990/UnrestrictedNetAssetsGrp/EOYAmt064730
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0100000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0264290
IRS990/USAddress/AddressLine1Txt03229-A HADLEY STREET
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077004
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD S ROSE SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZOE LEARNING ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0ZOEL
ReturnHeader/Filer/EIN0760651761
ReturnHeader/Filer/PhoneNum07136619600
ReturnHeader/Filer/USAddress/AddressLine1Txt02600 SOUTH LOOP WEST Room 285
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIELDS ENTERPRISES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011222 RICHMOND AVE STE 195
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077082
ReturnHeader/PreparerPersonGrp/PhoneNum02814969598
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WINFRED FIELDS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-11T12:55:14-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$623,218
Liabilities
$916,104
Net assets
-$292,886
Revenue
$4,757,758
Expenses
$5,290,391
Net income
-$532,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.92$0.28$5.27$4.70$0.57
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.92$0.29$4.76$5.29$0.53
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.72$0.24$4.36$4.50$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.25$0.80$4.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.39$0.79$5.17