ZOE INSTITUTE INC (EIN 113717573) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ZOE INSTITUTE INC, founded in 2004, is a small nonprofit in the Education sector that reported $521K in total revenue in fiscal year 2023.

Mission

TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS THROUGH EDUCATION, LIFE SKILLS TRAINING, AND HUMANITARIAN RELIEF EFFORTS. ZOES VISION IS TO PROVIDE A PLACE WHERE INDIVIDUALS CAN COME TO LEARN THEY ARE VALUABLE, WHERE THEY CAN BE SUPPORTED, ENCOURAGED, MENTORED AND EDUCATED

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $521,402

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $521,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,259

Fundraising Expenses $0

Program Expenses $512,806

Other Expenses $477,401

TOTAL EXPENSES $557,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$521,402	N/A	N/A
Expenses	$557,660	N/A	N/A
Net Income	$-36,258	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
MICHELLE SHADE	MEMBER	Director	$0	$0	$0
RUTH MEDLIN	MEMBER	Director	$0	$0	$0
EMILY BENCE	MEMBER	Director	$0	$0	$0
RHONDA CLEMONS	DIRECTOR	Director	$0	$0	$0
JAMES JONES	PRESIDENT	Director	$0	$0	$0
CONNIE STOVALL	MEMBER	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$521,402	$557,660	$236,557	$-36,258
2022	$544,952	$557,656	$277,591	$-12,704
2021	$486,279	$490,784	$292,213	$-4,505
2020	$483,247	$502,626	$307,884	$-19,379
2019	$476,767	$505,914	$322,707	$-29,147
2018	$620,391	$561,480	$350,401	$58,911
2017	$671,679	$592,923	$293,463	$78,756

ZOE INSTITUTE INC