ZOE EMPOWERS: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZOE EMPOWERS (EIN 45-4671349)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-03
- IRS object ID
- 202042169349300114
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-03T10:22:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 275360847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSSLIN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 BEDFORD AVENUE SUITE 103 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454671349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOE EMPOWERS | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A ZOE MINISTRY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZOEE | BusinessNameControlTxt |
| Phone | 9197797272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 28839 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN BOYER | PersonNm |
| Person Title | ACCOUNTANT | PersonTitleTxt |
| Phone | 9197797272 | PhoneNum |
| Signature | 2020-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN D WARREN | PreparerPersonNm |
| PTIN | P00921930 | PTIN |
| Phone | 6153205500 | PhoneNum |
| Preparation | 2020-07-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.151.151.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-29 | IPDt |
| IP Tm | 16:21:29 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0C95A3ABCCD0F8A6DFD926B057051B132E0BD377 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C95A3ABCCD0F8A6DFD926B057051B132E0BD377 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | GASTON WARNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 28839 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,889,887 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ZOEEMPOWERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | ZOE EMPOWERS IS A RELIGIOUSLY NON-RESTRICTIVE CHRISTIAN ORGANIZATION WITH A HOLISTIC APPROACH TO HELPING ORPHANS, FOCUSING ON EMPOWERING ORPHANS AND VULNERABLE CHILDREN TO BE ABLE TO PROVIDE FOR THEMSELVES. ZOE EMPOWERS UTILIZES A COMMUNITY-BASED MODEL FOR EMPOWERMENT THAT WAS DEVELOPED IN AFRICA. THE PROGRAM IS A DEVELOPMENTAL APPROACH WHERE ORPHANED AND VULNERABLE CHILDREN IDENTIFY AND OVERCOME THE OBSTACLES PREVENTING THEM FROM LIVING LIFE IN ALL ITS FULLNESS. THROUGH ZOE, ORPHANS ACCESS THE KNOWLEDGE AND RESOURCES NEEDED TO IMPROVE THER WELL-BEING AND OVERCOME POVERTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 1700 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,264,417 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,831,122 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,849 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,692 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,667 | PYOtherRevenueAmt |
| CY Other Revenue | $1,243 | CYOtherRevenueAmt |
| PY Total Revenue | $5,274,933 | PYTotalRevenueAmt |
| CY Total Revenue | $5,867,057 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,616,981 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,290,984 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $542,618 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $624,185 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $354,068 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $315,547 | PYOtherExpensesAmt |
| CY Other Expenses | $623,591 | CYOtherExpensesAmt |
| PY Total Expenses | $4,475,146 | PYTotalExpensesAmt |
| CY Total Expenses | $5,538,760 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $799,787 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $328,297 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,149,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,528,348 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,796 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,126,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,488,636 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ZOE EMPOWERS IS A RELIGIOUSLY NON-RESTRICTIVE CHRISTIAN ORGANIZATION WITH A HOLISTIC APPROACH TO HELPING ORPHANS, FOCUSING ON EMPOWERING ORPHANS AND VULNERABLE CHILDREN TO BE ABLE TO PROVIDE FOR THEMSELVES. ZOE EMPOWERS UTILIZES A COMMUNITY-BASED MODEL FOR EMPOWERMENT THAT WAS DEVELOPED IN AFRICA. THE PROGRAM IS A DEVELOPMENTAL APPROACH WHERE ORPHANED AND VULNERABLE CHILDREN IDENTIFY AND OVERCOME THE OBSTACLES PREVENTING THEM FROM LIVING LIFE IN ALL ITS FULLNESS. THROUGH ZOE, ORPHANS ACCESS THE KNOWLEDGE AND RESOURCES NEEDED TO IMPROVE THER WELL-BEING AND OVERCOME POVERTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $983,096 | ExpenseAmt |
| Grant | $983,096 | GrantAmt |
| Desc | RWANDA THREE YEAR EMPOWERMENT PROGRAM - CHILDREN FROM RWANDA START THE PROGRAM IN DESPERATE PROVERTY AND GRADUATE IN THREE YEARS TO SUPPORT THEMSELVES AND THEIR SIBLINGS. THE PROGRAM HAS AN 85-90% GRADUATION RATE PER A UNIVERSITY OF TEXAS STUDY. THOSE CHILDREN WHO ARE NOT SELF-SUFFICIENT AT THE END OF THE THREE YEARS CONTINUE TO BE HELPED BY OTHER CHILDREN IN THEIR GROUP, BUT ARE NO LONGER HELPED WITH ZOE FUNDS. RWANDA'S EMPOWERMENT PROGRAM SERVED 10,356 CHILDREN, WITH APPROXIMATELY 1,661 GRADUATING FROM THE PROGRAM. THE PROGRAM HAD ONE PROGRAM DIRECTOR AND 11 SOCIAL WORKERS. THE RWANDA GOVERNMENT CONTINUES TO PROVIDE LAND FOR FARMING AS THEY RECOGNIZE THE GREAT WORK OF ZOE ALLEVIATING THE ORPHAN PROBLEM IN THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $977,470 | ExpenseAmt |
| Grant | $977,470 | GrantAmt |
| Desc | KENYA THREE YEAR EMPOWERMENT PROGRAM - CHILDREN FROM KENYA START THE PROGRAM IN DESPERATE POVERTY AND GRADUATE IN THREE YEARS TO SUPPORT THEMSELVES AND THEIR SIBLINGS. THE PROGRAM HAS AN 85-90% GRADUATION RATE PER A UNIVERSITY OF TEXAS STUDY. THOSE CHILDREN WHO ARE NOT SELF-SUFFICIENT AT THE END OF THREE YEARS CONTINUE TO BE HELPED BY OTHER CHILDREN IN THEIR GROUP, BUT ARE NO LONGER HELPED WITH ZOE FUNDS. KENYA'S EMPOWERMENT PROGRAM SERVED 12,010 CHILDREN, WITH APPROXIMATELY 2,112 GRADUATING FROM THE PROGRAM. THE PROGRAM HAD ONE PROGRAM DIRECTOR AND 14 SOCIAL WORKERS. THE KENYA GOVERNMENT RECOGNIZED ZOE AS ONE OF THE 7 BEST PRACTICES OF NON-GOVERNMENTAL ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $855,964 | ExpenseAmt |
| Grant | $855,964 | GrantAmt |
| Desc | ZIMBABWE THREE YEAR EMPOWERMENT PROGRAM - CHILDREN FROM ZIMBABWE START THE PROGRAM IN DESPERATE POVERTY AND GRADUATE IN THREE YEARS TO SUPPORT THEMSELVES AND THEIR SIBLINGS. THE PROGRAM HAS AN 85-90% GRADUATION RATE PER A UNIVERSITY OF TEXAS STUDY. THOSE CHILDREN WHO ARE NOT SELF-SUFFICIENT AT THE END OF THREE YEARS CONTINUE TO BE HELPED BY OTHER CHILDREN IN THEIR GROUP, BUT ARE NO LONGER HELPED WITH ZOE FUNDS. ZIMBABWE'S EMPOWERMENT PROGRAM SERVED 8,408 CHILDREN, WITH APPROXIMATELY 663 GRADUATING FROM THE PROGRAM. THE PROGRAM HAD ONE PROGRAM DIRECTOR AND 6 SOCIAL WORKERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,833,610 | ExpenseAmt |
| Grant | $1,474,454 | GrantAmt |
| Desc | MALAWI, LIBERIA, INDIA AND TANZANIA THREE YEAR EMPOWERMENT PROGRAMS -CHILDREN FROM MALAWI, LIBERIA, AND INDIA START THE PROGRAM IN DESPERATE POVERTY AND GRADUATE IN THREE YEARS TO SUPPORT THEMSELVES AND THEIR SIBLINGS. THE PROGRAM HAS AN 85-90% GRADUATION RATE PER A UNIVERSITY OF TEXAS STUDY. THOSE CHILDREN WHO ARE NOT SELF-SUFFICIENT AT THE END OF THREE YEARS CONTINUE TO BE HELPED BY OTHER CHILDREN IN THEIR GROUP, BUT ARE NO LONGER HELPED WITH ZOE FUNDS. MALAWI'S EMPOWERMENT PROGRAM SERVED 6,722 CHILDREN, WITH APPROXIMATELY 1,065 GRADUATING FROM THE PROGRAM. THE PROGRAM HAD ONE PROGRAM DIRECTOR AND 5 SOCIAL WORKERS. THE PROGRAM JUST BEGAN IN 2013 WITH SOLID COMMUNITY AND GOVERNMENT SUPPORT. LIBERIA'S EMPOWERMENT PROGRAM SERVED 4,071 CHILDREN, WITH APPROXIMATELY 361 GRADUATING FROM THE PROGRAM. THE PROGRAM HAD 6 STAFF. GUATEMALA'S EMPOWERMENT PROGRAM SERVED 918 CHILDREN, WITH APPROXIMATELY 460 GRADUATING FROM THE PROGRAM. THE PROGRAM HAD 6 STAFF.INDIA'S EMPOWERMENT PROGRAM SERVED 3,429 CHILDREN, WITH APPROXIMATELY 379 GRADUATING FROM THE PROGRAM. THE PROGRAM HAD 6 STAFF.DURING 2019, NEW PROGRAMS WERE STARTED IN TANZANIA AND INDIA-VIZAG, AND GUATEMALA PROGRAM ENDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,833,610 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,474,454 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,650,140 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER WALLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9197797272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 28839 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARK KONEN | |||||||
| CHAIRPERSON | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN EPPINGER | |||||||
| VICE-CHAIRPERSON | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STAN BRADSHAW | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA FOLGER | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR MARK LA BRANCHE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIK ROSS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV EMMANUEL JACKSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WILSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV MATTHEW WILLIAMS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MANDL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JINI THORNTON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN DUGLE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY LEE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN BAYLY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK MCANDREW | |||||||
| EX-OFFICIO | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GASTON WARNER | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | $92,000 | $0 | $8,529 | |
| RANDY WIERSMA | |||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $43,750 | $0 | $18,535 | |
| JOHN BOSWELL | |||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $25,000 | $0 | $3,711 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $160,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,775 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,831,122 | AllOtherContributionsAmt |
| Total Contributions | $5,831,122 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,451 | TotalRevenueColumnAmt |
| Exclusion | $30,451 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,071 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,297 | SecuritiesAmt |
| Other | $1,533 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,774 | SecuritiesAmt |
| Other | -$1,533 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,241 | TotalRevenueColumnAmt |
| Exclusion | $4,241 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,243 | TotalRevenueColumnAmt |
| Exclusion | $1,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,243 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,867,057 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,935 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,290,984 | TotalAmt |
| Program Services | $4,290,984 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,750 | TotalAmt |
| Program Services | $56,313 | ProgramServicesAmt |
| Management And General | $40,587 | ManagementAndGeneralAmt |
| Fundraising | $63,850 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,467 | TotalAmt |
| Program Services | $76,315 | ProgramServicesAmt |
| Management And General | $154,319 | ManagementAndGeneralAmt |
| Fundraising | $133,833 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,263 | TotalAmt |
| Program Services | $11,053 | ProgramServicesAmt |
| Management And General | $14,228 | ManagementAndGeneralAmt |
| Fundraising | $14,982 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,524 | TotalAmt |
| Program Services | $1,903 | ProgramServicesAmt |
| Management And General | $11,409 | ManagementAndGeneralAmt |
| Fundraising | $5,212 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,181 | TotalAmt |
| Program Services | $10,145 | ProgramServicesAmt |
| Management And General | $14,911 | ManagementAndGeneralAmt |
| Fundraising | $15,125 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,791 | TotalAmt |
| Management And General | $59,791 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,061 | TotalAmt |
| Management And General | $3,061 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,269 | TotalAmt |
| Management And General | $25,616 | ManagementAndGeneralAmt |
| Fundraising | $57,653 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,039 | TotalAmt |
| Management And General | $391 | ManagementAndGeneralAmt |
| Fundraising | $1,648 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,007 | TotalAmt |
| Management And General | $21,681 | ManagementAndGeneralAmt |
| Fundraising | $326 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,468 | TotalAmt |
| Program Services | $203,427 | ProgramServicesAmt |
| Management And General | $163,921 | ManagementAndGeneralAmt |
| Fundraising | $11,120 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138 | TotalAmt |
| Management And General | $941 | ManagementAndGeneralAmt |
| Fundraising | $197 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141 | TotalAmt |
| Management And General | $1,141 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| COMMUNICATION | $61,474 | $15,897 | $45,577 |
| POSTAGE AND SHIPPING | $9,022 | $4,897 | $4,125 |
| DUES & SUBCRIPTIONS | $2,181 | $1,761 | $420 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,538,760 | TotalAmt |
| Program Services | $4,650,140 | ProgramServicesAmt |
| Management And General | $534,552 | ManagementAndGeneralAmt |
| Fundraising | $354,068 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,585,331 | BOYAmt |
| EOY | $2,486,260 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,995,455 | BOYAmt |
| EOY | $3,607,160 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,219 | BOYAmt |
| EOY | $147,396 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329 | BOYAmt |
| EOY | $1,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,674 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,181 | BOYAmt |
| EOY | $286,281 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,149,189 | BOYAmt |
| EOY | $6,528,348 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,796 | BOYAmt |
| EOY | $39,712 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,796 | BOYAmt |
| EOY | $39,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,546 | BOYAmt |
| EOY | $1,154,547 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,091,847 | BOYAmt |
| EOY | $5,334,089 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,126,393 | BOYAmt |
| EOY | $6,488,636 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,149,189 | BOYAmt |
| EOY | $6,528,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $328,297 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,946 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,649,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,293,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,297,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,264,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,830,897 | CurrentTaxYearAmt |
| Total | $24,335,273 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,649,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,293,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,297,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,264,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,830,897 | CurrentTaxYearAmt |
| Total | $24,335,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,318,069 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,017,204 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,451 | CurrentTaxYearAmt |
| Total | $37,119 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $442 | CurrentTaxYearMinus1YearAmt |
| Total | $442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,372,834 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,597 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87130 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,870 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $734 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $51 | AdministrativeExpensesAmt |
| End Year Balance | $4,553 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,092 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$173 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $49 | AdministrativeExpensesAmt |
| End Year Balance | $3,870 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,951 | BeginningYearBalanceAmt |
| Contributions | $420 | ContributionsAmt |
| Investment Earnings Or Losses | $5,187 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,178 | OtherExpendituresAmt |
| Administrative Expenses | $288 | AdministrativeExpensesAmt |
| End Year Balance | $4,092 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,396 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,154 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $599 | AdministrativeExpensesAmt |
| End Year Balance | $78,951 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,782 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$773 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $612 | AdministrativeExpensesAmt |
| End Year Balance | $75,397 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,901,003 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $33,946 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $33,946 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,867,057 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,867,057 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,538,760 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,538,760 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,538,760 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | WHILE THE OVERRIDING GOAL OF THE ENDOWMENT MANAGEMENT IS TO MAINTAIN THE PURCHASING POWER OF THE CORPUS, IT IS INTENDED FOR THERE TO BE AN ANNUAL PAYOUT FROM THE ENDOWMENT TO SUPPORT THE ANNUAL OPERATIONS OF ZOE. COMBINING THE GOAL OF PRESERVING THE PURCHASING POWER OF THE CORPUS WITH THE GOAL OF AN ANNUAL PAYOUT DICTATES THAT PAYOUTS WILL BE FUNDED BY THE EARNINGS AND GROWTH IN VALUE OF THE ENDOWMENT FROM THE INVESTING ACTIVITIES. NO PAYOUT IS AUTHORIZED DURING ANY YEAR WHEREIN THE REMAINING BALANCE OF THE ENDOWMENT FUND WOULD FALL BELOW THE CORPUS. |
| PART X, LINE 2: | ZOE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR ZOE INCLUDE, BUT ARE NOT LIMITED TO, THE TAX-EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, ZOE HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| RWANDA | 1 | 11 | SEE PART V | RWANDA EMPOWERMENT | $983,096 |
| KENYA | 1 | 14 | SEE PART V | KENYA EMPOWERMENT | $977,470 |
| ZIMBABWE | 1 | 7 | SEE PART V | ZIMBABWE EMPOWERMENT | $855,964 |
| MALAWI | 1 | 6 | SEE PART V | MALAWI EMPOWERMENT | $571,619 |
| LIBERIA | 1 | 6 | SEE PART V | LIBERIA EMPOWERMENT | $351,193 |
| GUATEMALA | 1 | 6 | SEE PART V | GUATEMALA EMP. | $32,400 |
| INDIA | 1 | 6 | SEE PART V | INDIA EMPOWERMENT | $413,042 |
| TANZANIA | 1 | 6 | SEE PART V | TANZANIA EMPOWERMENT | $106,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 8 | SubtotalOfficesCnt |
| Subtotal Employees | 62 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 8 | TotalOfficeCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Subtotal Spent | $4,290,984 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,290,984 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| RWANDA PROGRAM | $983,096 | WIRE TRANSFER | FMV |
| KENYA PROGRAM | $977,470 | WIRE TRANSFER | FMV |
| MALAWAI PROGRAM | $571,619 | WIRE TRANSFER | FMV |
| ZIMBABWE PROGRAM | $855,964 | WIRE TRANSFER | FMV |
| LIBERIA PROGRAM | $351,193 | WIRE TRANSFER | FMV |
| GUATEMALA PROGRAM | $32,400 | WIRE TRANSFER | FMV |
| INDIA PROGRAM | $413,042 | WIRE TRANSFER | FMV |
| TANZANIA PROGRAM | $106,200 | WIRE TRANSFER | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 2- PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | ZOE MINISTRY WORKS THROUGH A BUDGET PROCESS WITH EACH COUNTRY FOR EACH EMPOWERMENT PROGRAM (SEE PART V - ADDITIONAL INFORMATION). SOME OF THE PROGRAMS ARE AUDITED AS NEEDED AND CERTAIN LOCAL FOREIGN GOVERNMENT PARTICIPATION IS COORDINATED TO SUPPORT AND MONITOR PROGRAM OPERATIONS. ZOE HAS STAFF IN EACH COUNTRY TO OVERSEE EACH PROGRAM AND MONITOR HOW THE FUNDS ARE USED. THERE ARE ALSO REOCCURRING VISITS TO EACH COUNTRY BY ZOE REPRESENTATIVES AND DONORS. ZOE ALSO HAS AN "EMPOWERMENT GROUP PROGRAM", WHICH IS A PARTNERSHIP BETWEEN THE CHILDREN BENEFITING FROM ZOE FUNDS AND THE DONORS. "EMPOWERMENT GROUPS" INCLUDE INDIVIDUALS AND CHURCH GROUPS, WHO PARTNER WITH A WORKING GROUP OF CHILDREN(60-100 CHILDREN) WITH A 3 YEAR COMMITMENT TO FUND THEIR GROUP. THE "EMPOWERMENT GROUP" GETS THE NAMES AND AGES OF THE CHILDREN AT THE START OF THE PROGRAM, THEY RECEIVE QUARTERLY REPORTS WITH AN INDIVIDUAL STORY OF A CHILD AND PROGRESS OF THE GROUP, AND THEY HAVE THE OPPORTUNITY TO TRAVEL AND MEET THEIR CHILDREN IN PERSON. A ZOE REPRESENTATIVE TRAVELS WITH THEM TO MEET THE CHILDREN AND IN COUNTRY STAFF. THE "EMPOWERMENT GROUP" ALSO RECEIVES A SUMMARY REPORT AT THE END OF THE THREE YEAR PERIOD, WHICH DETAILS THE ACCOMPLISHMENTS AND PROGRESS OF EACH CHILD WITHIN THE WORKING GROUP, INCLUDING PICTURES. THE "EMPOWERMENT GROUP PROGRAM" IS A GREAT CONNECTION FOR FUNDRAISIG, BUT ALSO SERVES AS A GREAT MONITORING PROCESS, AS DONORS RECEIVE NAMES, AGES, REPORTS, AND ONSITE VISITS WITH THE CHILDREN RECEIVING ZOE FUNDS. |
| PART V- ADDITIONAL INFORMATION | ALL EIGHT COUNTRIES (RWANDA, KENYA, ZIMBABWE, MALAWI, LIBERIA, INDIA, GUATEMALA, AND TANZANIA) USE ZOE'S THREE YEAR EMPOWERMENT PROGRAM. CHILDREN START THE PROGRAM IN DESPERATE PROVERTY AND GRADUATE IN THREE YEARS ABLE TO SUPPORT THEMSELVES AND THEIR SIBLINGS. ZOE BUDGETS THE FUNDS TO BE USED IN EACH COUNTRY, BUT HERE IS A SUMMARY OF TYPES OF SERVICES AND ACTIVITIES THE FUNDS ARE USED TO SUPPORT: ADMIN/OFFICE EXPENSES: OFFICE RENT, UTILITIES, PHONE, PRINTING, COPYING, STAFF TRAINING. AGRICULTURE: SEED, FERTILIZER, HOES FOR PLANTING ON FARMING TECHNIQUES. CHILD RIGHTS: TEACHING ORPHANS THEIR RIGHTS, COSTS OF CLAIMING LAND WRONGFULLY TAKEN FROM ORPHANS. COMMUNITY OUTREACH: SELECTING ORPHANS FOR THE PROGRAM WITH THEIR GOVERNMENT AND COMMUNITY LEADERS, EDUCATING COMMUNITY ON HOW PROGRAM WORKS. DISEASE PREVENTION: HYGIENE TRAINING, MOSQUITO NETS DISTRIBUTION, HEALTH INSURANCE, HIV/AIDS EDUCATION. EDUCATION: SCHOOL FEES/UNIFORMS AS NEEDED FOR FIRST YEAR AND SOME SECOND YEAR CHILDREN. HOME CONSTRUCTION: BUILDING SUPPLIES FOR HOUSES BUILT BY THE CHILDREN. INFO TECHNOLOGY: COMPUTER/INTERNET ACCESS COSTS. MICRO-GRANTS: SMALL GRANTS TO HELP CHILDREN START BUSINESSES. SALARIES: STAFF SALARIES. SPIRITUAL CULTIVATION: CHRISTMAS CELEBRATIONS, YOUTH REVIVAL CONFERENCES. TRANSPORTATION: COSTS FOR STAFF VISITS TO CHILDREN. VOCATIONAL TRAINING: TUITION FEES FOR VOCATIONAL TRAINING FOR CHILDREN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | ON JANUARY 1, 2019, THE ORGANIZATION FORMALLY CHANGED ITS RELATIONSHIP WITH THE UNITED METHODIST CHURCH, INC. ["UMC"] BY ASSIGNING ITS OWN BOARD MEMBERS AND ESTABLISHING A NEW EXTERNAL RELATIONSHIP TO OUTSOURCE ITS ACCOUNTING FUNCTION TO AN UNRELATED THIRD PARTY. BEGINNING WITH FISCAL YEAR 2019, FINANCIAL STATEMENT RESULTS WILL NO LONGER BE CONSOLIDATED WITH UMC. IN ADDITION, EFFECTIVE MARCH, 2019, THE ORGANIZATION CHANGED ITS NAME TO "ZOE EMPOWERS" AS INDICATED ON PAGE 1 OF THE 2018 FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE SHARED WITH ALL THE BOARD MEMBERS VIA EMAIL FOR REVIEW AND QUESTIONS. THE BOARD WILL THEN TAKE A VOTE OF APPROVAL VIA EMAIL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS WILL SIGN THE ESTABLISHED CONFLICT OF INTEREST POLICY ANNUALLY, ACKNOWLEDGING THAT THEY ARE IN COMPLIANCE. INITIALLY, BOARD MEMBERS WILL BE HELD TO A STANDARD OF SELF-MONITORING AND INFORMAL CHECKS AND BALANCES, WITH REGARD TO MONITORING COMPLIANCE WITH EXTENSIVE CONFLICT OF INTEREST POLICY DOCUMENTATION. INCREASED SCRUTINY AND CONTROLS WILL BE DETERMINED PROSPECTIVELY ON AN AS NEEDED BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S SALARY AND PERFORMANCE ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WITH ANY RECOMMENDED COMPENSATION CHANGES BROUGHT TO THE BOARD FOR APPROVAL. PERFORMANCE IS THE PRIMARY FACTOR IN COMPENSATION EVALUATION IN KEEPING WITH APPROPIATE COMPARISONS FOR THE SIMILAR POSITION AT SIMILAR ORGANIZATION. THE EXECUTIVE DIRECTOR REVIEWS PERFORMANCE FOR OTHER STAFF AND ANY RECOMMENDED COMPENSATION CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS IN THE BUDGET APPROVAL PROCESS IN DECEMBER OF EACH FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART VII - ADDITIONAL INFORMATION | PART VII LISTS 15 BOARD OF DIRECTOR MEMBERS; HOWEVER, ONE OF THE DIRECTORS LISTED ON PART VII IS AN EX-OFFICIO MEMBER. THE EX-OFFICIO MEMBER, MARK MCANDREW, DOES NOT HAVE VOTING RIGHTS; PART I, LINE 3 ONLY INCLUDES THE 14 VOTING BOARD OF DIRECTOR MEMBERS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NC CONFERENCE OF THE UNITED METHODIST CHURCH | ||||||||||
| 700 WATERFIELD RIDGE PLACE | GARNER | NC | 27529 | 362167731 | RELIGIOUS | NC | 501(C)(3) | LINE 1 | N/A | 0 |
| UNITED METHODIST FOUNDATION INC | ||||||||||
| 700 WATERFIELD RIDGE PLACE | GARNER | NC | 27529 | 566045578 | RELIGIOUS | NC | 501(C)(3) | LINE 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NC CONFERENCE OF THE UNITED METHODIST CHURCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $9,433 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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