Civic Intelligence

Zoe Learning Academy Inc

990 • Fiscal year 2016 • EIN 76-0651761

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 17, 2017

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

85th percentile

0.77x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.18x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$150,000

Higher top officer pay than 63% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

97th percentile

93%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,200,366

Up $577,148 (+93%) from 2015

Net Assets

Up

$276,639

Up $569,525 (+194%) from 2015

Liabilities

Up

$923,727

Up $7,623 (+0.8%) from 2015

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin71st percentile

Revenue

Up

$5,274,136

Up $516,378 (+11%) from 2015

Expenses

Down

$4,704,611

Down $585,780 (-11%) from 2015

Net Income

Up

$569,525

Up $1,102,158 (+207%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2016

Assets$1,200,366
Liabilities$923,727
Net Assets$276,639
Open 2016 Filing

Operations Trend

Revenue Growth69th 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

2016

Revenue$5,274,136
Expenses$4,704,611
Net Income$569,525
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 17, 2017
Return Version
2015v3.0
Gross Receipts
$5,274,136
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$610,920$568,999▼ $41,921
Pledges and Grants Receivable$11,209$510,037▲ $498,828
Receivables From Officers Etc-$75,000-
Cash and Non-Interest-Bearing Accounts$1,089$41,092▲ $40,003
Prepaid Expenses and Deferred Charges-$5,238-
Total Assets$623,218$1,200,366▲ $577,148
Liabilities
Accounts Payable and Accrued Expenses$651,814$414,758▼ $237,056
Other Liabilities-$260,131-
Unsecured Notes Loans Payable$264,290$248,838▼ $15,452
Total Liabilities$916,104$923,727▲ $7,623
Net Assets / Fund Balance
Unrestricted Net Assets$64,730$276,639▲ $211,909
Temporarily Rstr Net Assets$-357,616--
Total Net Assets Fund Balance$-292,886$276,639▲ $569,525
Total Liabilities and Net Assets / Fund Balance$623,218$1,200,366▲ $577,148

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$546,499$419,819$966,318
Equipment$22,500$113,191$135,691
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard S RoseSuperintendentFT$150,000$150,000
Everett R BassieControllerPT$60,000$60,000

Board Members and Trustees

NameTitle
Eva PhaganBoard Member
Yvonne SellsBoard Member
Matthew W ThompsonBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
All-n-one Education & Enrichment LLCStudent Bus Service--
City Wide ClubFacility Lease--
Ljc Financial LLCFacility Lease--
PwpEducational Consultants--
Southwest Harwest ChurchFacility Lease--
Revenue and Support

Revenue Composition

Contributions and Grants
$1,320,945
Program Service Revenue
$3,942,654
Investment Income
$0
Other Revenue
$10,537
All Other Contributions
$450,000
Change in Net Assets
$569,525

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$450,000Pledge Letter
Total Noncash Contributions1$450,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,462,843
Other Expenses$2,241,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,941,857$102,203-$2,044,060
Occupancy$1,158,634$115,497-$1,274,131
Current Officers, Directors, Trustees, and Key Employees$166,000$64,000-$230,000
Other Employee Benefits$133,232$23,511-$156,743
Office Expenses$106,611$35,537-$142,148
Other Expenses$109,774--$109,774
Interest-$90,251-$90,251
Fees for Services Accounting-$90,000-$90,000
Depreciation Depletion-$66,921-$66,921
Information Technology$50,000$10,000-$60,000
Fees for Services Legal-$36,836-$36,836
Payroll Taxes$27,234$4,806-$32,040
Total Functional Expenses$4,065,049$639,562$0$4,704,611
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$75,000-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$260,131
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 responsible for distributing 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
2017-07-17
Discuss with paid preparer
No

Organization Details

Formed
2000
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Fields Enterprises
Address
11222 RICHMOND AVENUE STE 195, HOUSTON, TX 77082
Preparer
Winfred Fields
Phone
2814969598
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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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ReturnHeader/ReturnTs02017-07-17T06:34:07-00:00
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ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,200,366
Liabilities
$923,727
Net assets
$276,639
Revenue
$5,274,136
Expenses
$4,704,611
Net income
$569,525
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