Civic Intelligence

Colloqate Design

990 • Fiscal year 2024 • EIN 82-1112244

Feb 01, 2023 to Jan 31, 2024 • Filed on Jun 17, 2024

4025 Ulloa StreetNew Orleans, LA 70119

(904) 382-2273

Siviq Scores

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

Liabilities / Assets

66th percentile

0.18x

Higher debt load relative to assets than 66% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-54%

Higher net margin than 6% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$86,947

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-26%

Faster asset growth than 6% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,295,614

Down $460,199 (-26%) from 2023

Net Assets

Down

$1,059,578

Down $388,282 (-27%) from 2023

Liabilities

Down

$236,036

Down $71,917 (-23%) from 2023

Revenue

Down

$1,054,252

Down $142,808 (-12%) from 2023

Expenses

Up

$1,622,534

Up $686,606 (+73%) from 2023

Net Income

Down

-$568,282

Down $829,414 (-318%) from 2023

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $110,622Liabilities 2020: $49,2802020Assets 2021: $385,043Liabilities 2021: $172,250Net Assets 2021: $212,7932021Assets 2022: $1,390,847Liabilities 2022: $24,209Net Assets 2022: $1,366,6382022Assets 2023: $1,755,813Liabilities 2023: $307,953Net Assets 2023: $1,447,8602023Assets 2024: $1,295,614Liabilities 2024: $236,036Net Assets 2024: $1,059,5782024Assets 2025: $497,570Liabilities 2025: $54,645Net Assets 2025: $442,9252025

Highlighted filing

2024

Assets$1,295,614
Liabilities$236,036
Net Assets$1,059,578

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $161,303Expenses 2020: $125,565Net Income 2020: $35,7382020Revenue 2021: $453,107Expenses 2021: $301,657Net Income 2021: $151,4502021Revenue 2022: $1,669,058Expenses 2022: $519,623Net Income 2022: $1,149,4352022Revenue 2023: $1,197,060Expenses 2023: $935,928Net Income 2023: $261,1322023Revenue 2024: $1,054,252Expenses 2024: $1,622,534Net Income 2024: -$568,2822024Revenue 2025: $654,588Expenses 2025: $1,305,642Net Income 2025: -$651,0542025

Highlighted filing

2024

Revenue$1,054,252
Expenses$1,622,534
Net Income-$568,282
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Jun 17, 2024
Return Version
2023v5.0
Gross Receipts
$1,054,252
Mission and Program Overview

Mission

Architecture + Design Justice practice focused on expanding community access to, and building power through the design of social, civic, and cultural spaces.

A justice practice focused on expanding community access to and building power through design of social and cultural spaces.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,260,175$1,227,602▼ $32,573
Land, Buildings, and Equipment, Net$24,211$33,408▲ $9,197
Accounts Receivable$468,003$21,322▼ $446,681
Prepaid Expenses and Deferred Charges$3,424$4,173▲ $749
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,755,813$1,295,614▼ $460,199
Other Assets Total$0$9,109▲ $9,109
Liabilities
Escrow Account Liability$124,703$229,771▲ $105,068
Mortgage Notes Payable Secured by Investment Property$180,000$0▼ $180,000
Accounts Payable and Accrued Expenses$-500$6,265▲ $6,765
Unsecured Notes Loans Payable$3,750$0▼ $3,750
Grants Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$307,953$236,036▼ $71,917
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$925,000▲ $925,000
Net Assets Without Donor Restrictions$1,447,860$134,578▼ $1,313,282
Total Net Assets Fund Balance$1,447,860$1,059,578▼ $388,282
Total Liabilities and Net Assets / Fund Balance$1,755,813$1,295,614▼ $460,199

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$33,408$18,368$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bryan C Lee JrPresidentFT$86,947$86,947

Board Members and Trustees

NameTitle
Casius PealerTrustee
Jess ZimbabweTrustee
Jose AlverezTrustee
Paul HarangTrustee
Rosa ShengTrustee
Steven LewisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$19,816
Program Service Revenue
$1,031,770
Investment Income
$45
Other Revenue
$2,621
All Other Contributions
$19,816
Change in Net Assets
$-568,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$934,479
Salaries, Compensation, and Employee Benefits$688,055
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$498,230$24,084$0$522,314
Other Salaries and Wages$388,913$116,169$0$505,082
Conferences and Meetings$0$128,966$0$128,966
Current Officers, Directors, Trustees, and Key Employees$75,075$22,425$0$97,500
Office Expenses$26,622$69,940$0$96,562
Payroll Taxes$43,286$12,930$0$56,216
Occupancy$0$52,465$0$52,465
Travel$7,080$38,690$0$45,770
Fees for Services Accounting$0$43,497$0$43,497
Other Employee Benefits$22,527$6,730$0$29,257
Other Expenses$5,000$17,775$0$22,775
Depreciation Depletion$0$8,307$0$8,307
Insurance$0$6,606$0$6,606
Information Technology$4,172$0$0$4,172
Advertising$0$2,736$0$2,736
Fees for Services Legal$0$309$0$309
Total Functional Expenses$1,070,905$551,629$0$1,622,534
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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

Part VI, Section B, Line 11B

The executive staff of Colloqate reviews the 990 for accuracy and to suggest corrections. The form 990 is filed with the IRS.

Part VI, Section B, Line 12C

There is a requirement for disclosures of any transactions that are considered conflicts of interest.

Part VI, Section B, Line 15

| Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Board of Directors, The executive committee of Colloqate Design's board of directors is responsible for reviewing annual performance and salary of the president., 2020|

Part VI, Section C, Line 19

There is a requirement for disclosures of any transactions that are considered conflicts of interest. Colloqate has these available upon request.

Filing and Contact Details

Filer

Filer Name
Colloqate Design
EIN
82-1112244
In Care Of
% Bryan C Lee Jr
Address
4025 Ulloa Street, New Orleans, LA 70119

Signing Officer

Name
Bryan Lee Jr
Title
President
Signed
2024-06-17
Discuss with paid preparer
No

Organization Details

Principal Officer
Bryan C Lee Jr
Formed
2017
Legal Domicile
La
Voting Board Members
0
Independent Board Members
0
Employees
11
Volunteers
0
Supplemental Narrative

Additional Explanations

Part III, line 2

Prospect Collaboration was mainly graphic design work with a few preliminary site plan drawings for permit. This was for three art installations here in New Orleans. Keith and Chandra's piece in the lower 9th ward kai lumumba barrow in Mid-city and the intertribal collective in the Treme. The graphic design work included a series of Map and Guide pamphlets with information on the installation context for Prospect and the Artists of Public Memory program an informative map and a large poster. As well as temporary and long term signage for each project. As for the architectural work we mainly produced renders for each installation and site plans for permit submittal.

Part III, line 3

Colloqate successfully concluded its work with Literary Arts Community. These engagements to reshape the physical shape of the organization through sessions and engagements.

Part III, Line 4D

| Description:, Expense Amount:, Grants Amount:, Revenue Amount:| Innovation Studios Community Engagement through newsletters workshops and other climate justice design aspects., $108914, $0, $152621| Building improvements to community spaces. Ideas to improve parks and nature spaces for the community., $70693, $0, $88236| The Colloqate Design team will provide engagement and vision planning to Portland Public Schools Innovation Lab for the Center for Black Student Excellence CBSE. We see design as a deep expression of care in physical form. We use our design expertise and knowledge to mobilize the wisdom of the community to make these projects genuinely inclusive public amenities. That means starting with justice at the center of this process. This collaboration is a collective effort to create a plan with justice at the core of any future programming and development for the CBSE., $21309, $0, $0| The MCL Midland Library serves as a cultural landscape for communities of color low income immigrants and refugees following Portland's city center gentrification. This project serves to address the disparity caused by the city's lack of investment to this area of the city. Colloqate works to create a public amenity that is designed with and built for its East county residents to gather and thrive. Holgate Library will foster a culture of civic pride bringing purposeful sustainable and socially just experiences to the forefront to empower communities of Mutnomah County., $20747, $0, $28467| Prospect was mainly graphic design work with a few preliminary site plan drawings for permit. This was for three art installations here in New Orleans. Keith and Chandra's piece in the lower 9th ward kai lumumba barrow in Mid-city and the intertribal collective in the Treme. The graphic design work included a series of Map and Guide pamphlets with information on the installation context for Prospect and the Artists of Public Memory program an informative map and a large poster. As well as temporary and long term signage for each project. As for the architectural work we mainly produced renders for each installation and site plans for permit submittal., $15224, $0, $21029| The Colloqate Design works to provide concept design for the proposed future Nuestra Voz campus in New Orleans Louisiana. This process is a collective effort to create a development with justice at the core of any future programming and development. In service of this mission both the engagement and planning design process ground itself in the understandings of Design Justice., $14480, $0, $20000| Colloqate assists with approach and lessons towards building design processes for spaces to align with anti-racism equitable engagement and inclusion., $7241, $0, $10000| Storia: Displacement Defrag and Delta - DEFRAG - The Defrag House addresses displacement in New Orleans Black communities and neighborhoods through providing a space where causes ramifications actors and solutions can be identified and discussed. The project seeks to address equitable community development by enhancing access to and elevating the status of civic spaces in New Orleans. DELTA - Colloqate has continued advancing the design to a concept level with some general material specs. Our plan is to get more detailed with this project as we are finishing the installation of Defrag House., $6452, $0, $0| PennPraxis will place two Design Fellows with our collaborators at New Orleans-based Colloqate Design a nonprofit design justice practice focused on expanding community access to and building power through the design of social civic and cultural spaces. The Design Fellows will work with an Architecture alumna and a former Design Fellow now in a key role at this exciting young practice see https: colloqate.org., $5000, $0, $0| The Colloqate team provides engagement and design services for the Greater Good Northwest Resource Center in Beaverton OR. This is a collective process to design a space that supports the effo

Part IX, line 11G

| Description:, Amount:| Consultant Fees, $522314|

Financial Statement Notes

Part IV, line 2B

Colloqate Design has fiscal agency relationships with Dark Matter University and Design As Protest. Both relationships are shown on the Balance Sheet

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IRS990/InformationTechnologyGrp/ProgramServicesAmt04172
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IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06606
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IRS990/LandBldgEquipAccumDeprecAmt018368
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt033408
IRS990/LandBldgEquipCostOrOtherBssAmt051776
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IRS990/MissionDesc0A justice practice focused on expanding community access to and building power through design of social and cultural spaces.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt069940
IRS990/OfficeExpensesGrp/ProgramServicesAmt026622
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt022527
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029257
IRS990/OtherExpensesGrp/Desc0Lawn Service, Licenses, Meals, Fellows and Sponsorships, Uncollectible Debt
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017775
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0388913
IRS990/OtherSalariesAndWagesGrp/TotalAmt0505082
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IRS990/PayrollTaxesGrp/ProgramServicesAmt043286
IRS990/PayrollTaxesGrp/TotalAmt056216
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03424
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04173
IRS990/PrincipalOfficerNm0Bryan C Lee Jr
IRS990/PriorPeriodAdjustmentsAmt0180000
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd2541300
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IRS990/ProgramServiceRevenueGrp/BusinessCd4541300
IRS990/ProgramServiceRevenueGrp/Desc0Architectural engineering and related services
IRS990/ProgramServiceRevenueGrp/Desc1Architectural engineering and related services
IRS990/ProgramServiceRevenueGrp/Desc2Architecture + Design Justice power through social civic and community spaces
IRS990/ProgramServiceRevenueGrp/Desc3Architectural engineering and related services
IRS990/ProgramServiceRevenueGrp/Desc4Architectural engineering and related services
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1274000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2150000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3134375
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt488236
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0300000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1274000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2150000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3134375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt488236
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/Desc0Storia: Cultural Futures - Mellon CID - Colloqate will work to design and construction cost to execute the Claiborne Innovation District Project that was started back in 2017. The remainder of the funds will be used for capacity building and organizational support for cultural institutions on the ground in New Orleans and potentially Portland
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0226042
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0300000
IRS990/ProgSrvcAccomActy3Grp/Desc0Colloqate is working with the city of St. Louis to invest in uses for a former jail and the land surrounding it. This project will help build a community's vision of what the buildings and site could be used for and should be used for. Re-envisionng the empty workhouse space for the community.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0191741
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0134375
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYOtherExpensesAmt0297143
IRS990/PYOtherRevenueAmt010077
IRS990/PYProgramServiceRevenueAmt01031690
IRS990/PYRevenuesLessExpensesAmt0261132
IRS990/PYSalariesCompEmpBnftPaidAmt0638785
IRS990/PYTotalExpensesAmt0935928
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01197060
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IRS990/ReconcilationRevenueExpnssAmt0-568282
IRS990/RegularMonitoringEnfrcInd0true

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